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CM
PFS
CM
PFS

Chris Lamont Meacham

Vivaldi Capital Management LP
40 Years of Experience
5 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Vivaldi Capital Management LP
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,270 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $10.0M0.95%
$10.0M - $25.0M0.85%
$25M+0.75%

Management Fee may vary based on client-specific factors. Related family assets are aggregated for calculating fee breakpoints. Certain clients may receive a discount based on the limited scope of services being provided or during the initial period of investment.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

225 West Wacker, Suite 2100, Chicago, IL, 60606

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2014
Award / Judgment
Regulatory
January 2006
Final
Customer Dispute
July 2002
Settled
Customer Dispute
July 2002
Settled
Customer Dispute
June 2002
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Vivaldi Capital Management LP
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Keystone Capital CorporationBroker
October 2007 - December 2007 · 2 mos
Capstone InvestmentsBroker
January 2003 - June 2005 · 2 yrs 5 mos
Warner Beck IncorporatedBroker
December 1999 - September 2002 · 2 yrs 9 mos
Cornerstone Wealth Management
September 1999 - October 2020 · 21 yrs 1 mo
Dunham and Associates Investment Counsel, INC.Broker
December 1988 - September 1999 · 10 yrs 9 mos
Kavanaugh Securities, INC.Broker
May 1985 - November 1988 · 3 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.