Vivaldi Asset Management
Overview
Vivaldi Asset Management is a private investment firm specializing in alternative investment strategies. The firm focuses on providing clients with access to a broad spectrum of both traditional and alternative investment opportunities, including private equity, venture capital, hedge funds, real estate, and private credit. Vivaldi offers a holistic approach to wealth management, integrating financial planning with investment management to address a full range of financial needs. The firm's investment strategy emphasizes diversification across various asset classes to achieve superior performance. Vivaldi's team conducts extensive research and portfolio management to construct personalized portfolios that align with each client's unique circumstances, time horizons, investment goals, risk tolerances, and tax situations. This approach includes designing investment policies, determining asset allocations, and implementing tax-efficient management strategies. Vivaldi Asset Management has a history of recognition in the industry, including being named to the 2019 Financial Times 300 Top Registered Investment Advisers. The firm continues to serve high-net-worth individuals, families, and institutions, providing comprehensive and customized financial advice and investment solutions.
Investment Focus
- Accredited Investor Status
- Investment Horizon
- Risk Tolerance Assessment
- Due Diligence Process
Portfolio Companies
Reach Vivaldi Asset Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Vivaldi Asset Management
What sectors does Vivaldi Asset Management invest in?
Vivaldi Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Chicago, United States. Vivaldi Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Vivaldi Asset Management invest at?
Vivaldi Asset Management backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Vivaldi Asset Management invest in?
Vivaldi Asset Management invests across United States.
Who are the partners at Vivaldi Asset Management?
Team members listed for Vivaldi Asset Management include Kurt Winkler (Director of Sales).
What companies has Vivaldi Asset Management invested in?
Vivaldi Asset Management's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Stripe and Robinhood.
How do I contact Vivaldi Asset Management?
Vivaldi Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
