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 based in Mill Valley, California, with a total of 17 years of experience as a financial advisor. Intrater currently works for Vivaldi Capital Management Lp. The advisor has gained experience at Lts Capital Advisors and Vivaldi Capital Management, LLC. Intrater has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Vivaldi Capital Management Lp is an advisory firm that has its headquarters in Mill Valley, California. The company has offices in four locations and a total of 50 advisors. It handles $3 billion in assets among its 5,505 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 5,505 customer accounts, 68% are held by high-net-worth clients who have greater than $1 million in investable assets. The business 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. Financial advisory fees vary depending on which service is offered. However, fees billed by Vivaldi Capital Management Lp most likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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

Disclosures

Yes

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

$3,328,894,632

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

50

CA Average: 44
Total Number of Accounts

5,505

CA Average: 2,564
Average Account Size

$604,704

CA Average: $2,603,165

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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 17 years of experience.

2017 - Present (6 years)

Vivaldi Capital Management, LLC

2005 - 2016 (11 years)

Lts Capital Advisors

Disclosures

Richard Intrater has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Vivaldi Capital Management Lp

Michael Peck
Chicago, IL
David Sternberg
Chicago, IL
Meaghan Wirtz
Chicago, IL
Randal Golden
Chicago, IL
Brian Quinn
Chicago, IL
Asha Goldstein
Chicago, IL
Zackary Meuser
Chicago, IL
John Eberle
Chicago, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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