RIA · Independent channel
Vivaldi
Vivaldi Capital Management
Acquired by Corient · April 2026
Chicago alternatives-focused RIA (CRD 160150).
- Website
- vivaldicap.com
- Regulator record
- VIVALDI CAPITAL MANAGEMENT LP (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
2
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
—
Reported practice assets · 0 of 2 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
01
1
02
1
Arrivals 0
Teams joining Vivaldi in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 2
Teams leaving Vivaldi in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Jun 8 | Lateral | Carlos Sanchez, Matthew SanchezHuntington Beach, CA Indianapolis, IN |
TritonPoint PartnersRIA | Undisclosed | InvestmentNews |
| Apr 9 | Acquisition | Vivaldi Capital ManagementChicago, IL | CorientRIA | Undisclosed | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.