Vivaldi Capital Management is an SEC-registered investment adviser that maintains its principal place of business in Chicago, Illinois. Established in February 2012, the firm operates as an integrated wealth management and investment advisory platform providing services to a diverse range of sophisticated clients. The core investment mandate of Vivaldi Capital Management focuses on constructing managed portfolios through a disciplined asset allocation strategy that seeks to address the specific financial objectives of its client base. By integrating traditional investment approaches with alternative strategies, the firm aims to provide comprehensive financial solutions. Since its inception over a decade ago, the organization has expanded its footprint and solidified its position within the financial services industry as a provider of customized portfolio management and advisory services for high-net-worth individuals and institutional entities. The investment strategy executed by Vivaldi Capital Management involves a multi-asset class approach that categorizes the investment universe into five primary segments: Equities, Fixed Income, Alternatives, Real Estate, and Private Equity. This framework allows the firm to create tailored allocations across various traditional and alternative investment strategies based on the specific risk tolerance and objectives of each client. Within the real estate sector, the firm may utilize a Registered Investment Adviser (RIA) structure to facilitate specific investment goals or act as a sub-advisor to other registered investment advisers (RIA). The geographic focus of these investments is primarily centered on the United States market, though the firm maintains the flexibility to explore opportunities across broader global markets as dictated by its strategic mandate. Vivaldi Capital Management employs a research-driven process to identify value-add and core opportunities within these asset classes, ensuring that each portfolio is constructed with a focus on long-term capital preservation and growth. This diversified approach is designed to navigate complex market environments while maintaining a consistent focus on the firm's primary investment pillars. As an organization, Vivaldi Capital Management has established a significant operational scale, managing its activities from its headquarters in Illinois alongside additional branch offices to serve a broad geographic client base. The firm’s investor base is composed of high-net-worth individuals, family offices, and various institutional clients, including trusts, retirement plans, and retirement plan sponsors. By offering both wealth management and managed portfolio services, Vivaldi Capital Management provides a scalable platform that caters to the complex needs of both private and professional investors. The firm’s longevity in the market and its registration with the Securities and Exchange Commission underscore its commitment to regulatory compliance and professional standards. Through its integrated service model and multi-disciplinary team, the firm continues to extend its reach across the wealth management landscape, providing a robust platform for sophisticated asset allocation and financial planning on a national scale.