John
Eberle
Vivaldi Capital Management Lp
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About this Advisor
John Eberle is a financial advisor operating in Chicago, Illinois, who has 11 years of professional experience. Eberle is an employee of Vivaldi Capital Management Lp. Eberle has gained experience at Fiduciary Financial Partners LLC, Taiber Kosmala and Vivaldi Capital Management LLC. Eberle maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Vivaldi Capital Management Lp is an advisory business headquartered in Chicago, Illinois. The firm has offices in four locations and a total of 50 financial advisors. It administers $3 billion in assets across its 5,505 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 5,505 client accounts, 68% are held by high-net-worth clients who have at least $1 million in assets. Vivaldi Capital Management Lp has 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. Fees for financial advice usually vary depending on the financial services provided. However, fees billed by Vivaldi Capital Management Lp can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Vivaldi Capital Management Lp Brokerage Details
$3,328,894,632
50
5,505
$604,704
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
John Eberle Work History
John has 11 years of experience.
Vivaldi Capital Management LLC
Taiber Kosmala
Fiduciary Financial Partners LLC
Disclosures
John Eberle has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Vivaldi Capital Management Lp
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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.
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