Vivaldi Capital Management LP
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Vivaldi Capital Management LP - overview
Established
2012
Location
Chicago, IL, US
Primary Industry
Financial Services
About
Vivaldi Capital Management LP, based in Illinois, US, provides integrated wealth management and investment advisory services tailored to high-net-worth individuals, families, and institutions, focusing on personalized financial solutions. Founded in 2012, Vivaldi Capital Management LP operates out of Chicago, Illinois, US, offering wealth management and investment advisory services. The firm has engaged in one major deal, with its most recent transaction occurring on April 14, 2026. The company was acquired by CI Private Wealth, LLC, a portfolio company of Mubadala Capital, Abu Dhabi Investment Authority, Flexpoint Ford, State of Wisconsin Investment Board, Bain Capital, and Ares Management.
Details regarding the founder and CEO were not provided. Vivaldi Capital Management LP specializes in wealth management and investment advisory services for high-net-worth individuals, families, and institutions. Their offerings include comprehensive wealth management, investment research, and retirement plan services, ensuring a holistic approach to clients’ financial needs. Vivaldi Investment Research supports their advisory team by providing insights to institutional clients and family offices.
Their retirement plan services assist employers with tailored 401(k) plans across major US markets including Chicago, Beachwood, San Ramon, Los Gatos, San Diego, and Fishers. Vivaldi Capital Management LP generates revenue through personalized advisory services, charging management fees based on assets under management and advisory fees for specific services. Their revenue model is anchored in delivering customized financial solutions through flagship services such as comprehensive wealth management and retirement planning, tailored to meet the financial needs of their clients. The recent acquisition by CI Private Wealth, LLC, will support Vivaldi’s growth strategies, focusing on expanding its product offerings and geographical presence.
The firm aims to launch new wealth management products aimed at enhancing client experiences and plans to target additional markets within the US by 2027. Recent funding will be allocated towards these expansions, allowing Vivaldi to strengthen its service capabilities and reach a broader client base.
Current Investors
CI Private Wealth, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services
Website
www.vivaldicap.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Vivaldi Capital Management LP - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Vivaldi Capital Management LP | - |
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