About Vivaldi Capital Management
Vivaldi Capital Management is a Financial Services company based in Chicago (United States) founded in 2012 by David Sternberg, and was acquired by Corient Capital Partners in April 2026. It offers integrated advisory services for wealth management and investment needs. It operates on a B2B and Professional Services model. Vivaldi Capital Management has completed 1 acquisition, including Cornerstone Wealth Management. Its chief executive, as recorded, is David Sternberg. Vivaldi Capital Management offers products and services including Wealth Management, Investment Research, and Retirement Plan Services. Its focus areas include Finance, Wealth Management, Investment Advisory and High-Net-Worth Services. Its legal entity is Vivaldi Capital Management LP. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Vivaldi Capital Management LP is a privately-owned firm based in Chicago, Illinois, serving high-net-worth individuals, families, and institutions. It provides holistic wealth management, investment research, and retirement plan services to address financial goals. The firm focuses on diversified strategies for growth and preservation, working with employers for 401(k) plans and offering market research. Clients include institutional entities and family offices, emphasizing personalized advisory across multiple U.S. locations.
- Headquarters Chicago, United States
- Founders David Sternberg
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website vivaldicap.com
- Social LinkedIn X Facebook
- Acquired by Corient Capital Partners (Apr 2026)
- Legal Name Vivaldi Capital Management Lp
- Investors
- Investments & Acquisitions
- Acquired byCorient Capital Partners
(Apr 2026)
Products & Services of Vivaldi Capital Management
Vivaldi Capital Management offers a comprehensive portfolio of products and services, including Wealth Management, Investment Research, and Retirement Plan Services.
Holistic approach to managing wealth for high-net-worth clients.
Provides market and portfolio analysis for clients.
Assists employers with 401(k) plan selection and implementation.
Investors in Vivaldi Capital Management
Vivaldi Capital Management has secured backing from 1 investor. Prominent investors backing the company include Corient Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides wealth management services | 2006 | corient.com | Newport Beach, United States |
Investor details for Vivaldi Capital Management
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People of Vivaldi Capital Management
32 people are tracked at Vivaldi Capital Management (9 in leadership, 23 in team).
| Name | Role | Group |
|---|---|---|
David Sternberg | Co-Founder, CEO | Leadership |
Richard L. Intrater | Managing Director & Partner | Leadership |
Frank D. Pellicori | President | Leadership |
Brandon Intrater | Managing Director & Partner | Leadership |
Randal Golden | Chief Financial Officer, Co-founder | Leadership |
Marc D. Bassewitz | Chief Compliance Officer & General Counsel | Leadership |
Yadira Guzman | Chief Financial Officer | Leadership |
Scott Hergott | Director Of Research | Leadership |
Greg Goldfeder | Partner/wealth Adviser | Leadership |
Tom Graham II | Client Services Associate | Team |
Meredith Weeks | Compliance Manager | Team |
Nikki Praharaj | Advisory Associate | Team |
Brigitta Gut | Senior Client Service Associate | Team |
Marissa Cummings | Client Service Associate | Team |
Robert Cremin | Advisory Associate | Team |
Michelle Goedken | Client Service Associate | Team |
Yanira Maldonado | Client Service Associate | Team |
Johan Widmann | Software Engineer | Team |
Mackenzie Granby | Senior Advisory Associate | Team |
Griffin Lau | Advisory Associate | Team |
12 more people are available in the full profile.
Complete people profiles for Vivaldi Capital Management
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Investments & Acquisitions by Vivaldi Capital Management
Vivaldi Capital Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Cornerstone Wealth Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth and investment management services are offered to clients. | cornerstonewm.com | San Diego, United States | 1999 | Oct 2020 | •••• |
Complete acquisition details for Vivaldi Capital Management
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Timeline of Vivaldi Capital Management
3 dated milestones of Vivaldi Capital Management across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Vivaldi Capital Management is founded.
- Acquisition Acquires Cornerstone Wealth Management.
- Exit Acquired by Corient Capital Partners.
Competitors of Vivaldi Capital Management
Vivaldi Capital Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Vivaldi Capital Management
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Web traffic of Vivaldi Capital Management
The website of Vivaldi Capital Management (vivaldicap.com) receives about 5K visits a month.
- Monthly visits5K
▲ 38% vs previous month
Top companies in Investment Banks
3 companies that operate in the same segment as Vivaldi Capital Management (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Related news about Vivaldi Capital Management
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Frequently Asked Questions about Vivaldi Capital Management
Vivaldi Capital Management was founded in 2012.
Vivaldi Capital Management is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
David Sternberg is the CEO of Vivaldi Capital Management, as recorded in our data. They have also founded this company.
Vivaldi Capital Management LP is a privately-owned firm based in Chicago, Illinois, serving high-net-worth individuals, families, and institutions. It provides holistic wealth management, investment research, and retirement plan services to address financial goals. The firm focuses on diversified strategies for growth and preservation, working with employers for 401(k) plans and offering market research. Clients include institutional entities and family offices, emphasizing personalized advisory across multiple U.S. locations.
Vivaldi Capital Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Vivaldi Capital Management offers Wealth Management, Investment Research, and Retirement Plan Services.
Vivaldi Capital Management has made 1 acquisition, including Cornerstone Wealth Management.
Vivaldi Capital Management has 1 investor. Key investors include Corient Capital Partners.
Vivaldi Capital Management operates through Vivaldi Capital Management Lp.
Yes. Vivaldi Capital Management was acquired by Corient Capital Partners in April 2026.