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Vivaldi Capital Management LP

CIK:0001682021
Investment Adviser
$5B AUM
296 holdings
Chicago, IL, United States
Founded:2012
69 employees
Latest filing:Jun 30, 2025

Vivaldi Capital Management LP is an SEC-registered investment advisory firm headquartered in Chicago, Illinois. Founded in 2012, it is a privately-owned entity specializing in integrated wealth management services for high-net-worth individuals, families, family offices, and a select group of institutions, including their related entities like trusts and retirement plans. The firm employs approximately 69 professionals and provides advisory services across a wide spectrum of traditional and alternative investments. Vivaldi Capital Management LP is owned primarily by VFT Holdings LP, whose principal owners include David Sternberg, Michael Peck, Randal Golden, Chad Eisenberg, and Scott Hergott.

Investment Strategy

Vivaldi Capital Management LP employs a customized, client-centric approach designed to serve the specific asset allocation needs of each client, spanning traditional and alternative strategies. Its investment process uses 'building block' strategies across equities (including global, domestic, tax managed, thematic, and master limited partnerships), fixed income (core and flexible), alternatives (strategic, multi-manager, and individual managers), real estate (REITs, qualified opportunity zone funds), and private equity (direct investments, funds, co-investments). Portfolios are constructed based on client goals, risk tolerance, investment horizon, and liquidity needs, and may involve both in-house and third-party managed strategies in vehicles such as mutual funds, ETFs, limited partnerships, closed-end funds, separately managed accounts, and private funds. The firm also provides access to multi-manager platforms and private investment opportunities as part of its comprehensive advisory services.

Top Buys
N
NVDANVIDIA CORPORATION
+$6.4M
M
MRVLMARVELL TECHNOLOGY INC
+$5.9M
G
GOOGLALPHABET INC
+$5.0M
A
AAAUGOLDMAN SACHS PHYSICAL GOLD
+$4.5M
A
AMATAPPLIED MATLS INC
+$3.1M
Top Sells
U
UPSUNITED PARCEL SERVICE INC
-$4.5M
A
AAPLAPPLE INC
-$3.0M
R
RHIROBERT HALF INC.
-$2.6M
A
AMGNAMGEN INC
-$2.3M
S
SCHDSCHWAB STRATEGIC TR
-$2.3M

Top Holdings

A
AAPLAPPLE INC
+4.8%$31.7M
N
NVDANVIDIA CORPORATION
+3.3%$21.9M
B
BKBANK NEW YORK MELLON CORP
+3.3%$21.7M
S
SPLGSPDR SERIES TRUST
+2.9%$19.0M
A
AMATAPPLIED MATLS INC
+2.7%$18.0M

Equity Positions (295)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AAPL
APPLE INC4.75%$31.7M154,269$190.00$205.17-$3.0M
N
NVDA
NVIDIA CORPORATION3.29%$21.9M138,529$104.20$157.99+$6.4M
B
BK
BANK NEW YORK MELLON CORP3.26%$21.7M238,120$76.16$91.11-$709.8K
S
SPLG
SPDR SERIES TRUST2.86%$19.0M261,762$37.82$72.69+$1.7M
A
AMAT
APPLIED MATLS INC2.70%$18.0M98,374$162.63$183.07+$3.1M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+9.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+5.1%
ELECTRONIC COMPUTERS
+4.8%
STATE COMMERCIAL BANKS
+3.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.1%