Vivaldi Capital Management Lp
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About this Advisor
David Sternberg is a financial advisor who works in Chicago, Illinois, with 10 years of work experience. Sternberg is currently employed by Vivaldi Capital Management Lp. They have been employed by Vivaldi Capital Management Lp for their whole career. Sternberg holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Illinois. Vivaldi Capital Management Lp is a registered investment company headquartered in Chicago, Illinois. The firm has offices in four locations and a total of 50 employees. It administers $3 billion in assets under management between its 5,505 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 5,505 client accounts, 68% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a diverse range 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 charged by financial advisors typically vary depending on the financial services. However, fee types charged by Vivaldi Capital Management Lp can consist 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
David Sternberg Work History
David has 10 years of experience.
Vivaldi Capital Management
David Sternberg 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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