A complete list of active advisors currently associated with Vivaldi Capital Management LP

Warmer can help you find a great advisor at Vivaldi Capital Management LP or one who fits your needs even better.

Vivaldi Capital Management LP advises high‑net‑worth individuals, family offices, and institutions as well as related entities such as trusts and retirement plans, providing integrated wealth management, separately managed accounts, access to alternative investments, ERISA fiduciary services for retirement plans, and sub‑advisory arrangements. As of December 31, 2025, the firm reported about $5.64 billion in assets under management, with approximately $2.40 billion managed on a discretionary basis and $3.24 billion managed on a non‑discretionary basis. VCM constructs customized asset allocations across five core classes (equities, fixed income, alternatives, real estate, and private equity) and uses a “building block” approach drawn from both in‑house strategies and third‑party managers. The firm leverages a joint‑venture investment platform (FTCS) that provides access to proprietary model portfolios, due diligence on private managers, and privately offered pooled vehicles that advisors can include in client portfolios. Distinctive features in VCM’s business include its role as a private fund adviser and manager (including the Cornerstone Diversified Portfolio LP) and its routine use of pooled investment vehicles such as the First Trust Private Funds available via the FTCS platform, arrangements that can give rise to performance‑based compensation and revenue‑sharing relationships. The brochure also discloses related‑party ties to FTCS/FTCM and a pending asset purchase agreement under which Corient Private Wealth LLC has agreed to acquire substantially all of VCM’s assets, subject to customary closing conditions and client consents.

To learn more about the advisors currently working at Vivaldi Capital Management LP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.