Richard
Intrater

Vivaldi Capital Management Lp

CRD#709118
Investment Advisor
in Mill Valley, CA

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About this Advisor

Richard Intrater is a financial advisor operating in Mill Valley, California who has 4 years of industry experience. Intrater is an advisor for Vivaldi Capital Management Lp. Throughout their career, Intrater has worked at Lts Capital Advisors and Vivaldi Capital Management, LLC. Intrater maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Vivaldi Capital Management Lp is a registered investment firm that has its headquarters in Chicago, IL. The company has offices in four locations and a total of 53 employees. It manages $3 billion in assets among its 5,990 client accounts, placing it among the biggest firms in the country by assets under management. Of its 5,990 client accounts, 46% are held by high-net-worth investors who have at least $1 million in assets. The company has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management vary depending on the type of services. Fees charged by Vivaldi Capital Management Lp likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

104 Tiburon Boulevard - Suite 200
Mill Valley, CA 94941

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Vivaldi Capital Management Lp Brokerage Details

Total Assets Under Management

$3,332,020,054

CA Average: $6,674,516,078
Total Number of Employees

53

CA Average: 44
Total Number of Accounts

5,990

CA Average: 2,564
Average Account Size

$556,264

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Richard Intrater Work History

Richard has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Vivaldi Capital Management, LLC

2005 - 2016 (11 years)

Lts Capital Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Intrater to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vivaldi Capital Management Lp

Ilya Zlotnik
Chicago, IL
Jan Shijie Qin
Chicago, IL
Andrew Sternberg
Chicago, IL
David Sternberg
Chicago, IL
Randal Golden
Chicago, IL
Meaghan Wirtz
Chicago, IL
Michael Peck
Chicago, IL
Brian Quinn
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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