Vivaldi Capital Management Lp
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About this Advisor
Asha Goldstein is a certified financial planner who works in Chicago, Illinois, who has been in the advisory business for 11 years. Goldstein currently works for Vivaldi Capital Management Lp. During their career, the advisor has held roles at Cedar Hill Associates LLC and Vivaldi Capital Management, LLC. Goldstein has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Illinois. Vivaldi Capital Management Lp is a financial advisory company that has its headquarters in Chicago, Illinois. The firm has offices in four locations and a total of 50 advisors. It manages $3 billion in assets between its 5,505 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 5,505 client accounts, 68% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm provides a number 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. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types charged by Vivaldi Capital Management Lp may include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Vivaldi Capital Management Lp Brokerage Details
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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
Asha Goldstein Work History
Asha has 11 years of experience.
Vivaldi Capital Management, LLC
Cedar Hill Associates LLC
Asha Goldstein has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Vivaldi Capital Management Lp
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 email@example.com.
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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.