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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-13-2012
- Office Locations
- 1
Office Locations
About Vivaldi Capital Management LP
Vivaldi Capital Management is a privately owned wealth and investment management firm serving high-net-worth individuals, families, and institutions. The team provides holistic wealth management, in-house investment research, and employer-focused 401(k) plan services, emphasizing diversified strategies for wealth preservation, growth, and income. Firm partners invest alongside clients.
Team overview
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Asset Classes
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
MARC D BASSEWITZ
Chief Compliance Officer, General Counsel, Vice President
- CRD
- --
- Ownership
- Less than 5%
Yadira Guzman
Chief Financial Officer, Controller
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,396,850,986 | $395,520 |
| Non-Discretionary | $3,244,287,602 | $854,885 |
| Total | $5,641,138,588 | $572,414 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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