Scale potential Vivaldi Asset Management is an SEC-registered adviser with approximately $4 billion AUM and a focus on single and multi-strategy registered funds, indicating opportunities for advanced fund services, risk analytics, and compliance solutions to support growth.

Growth trajectory With founders in 2013 and Chicago headquarters, the firm shows ongoing asset growth and expansion potential in alternative and traditional fund structures, suggesting upsell opportunities in platform enhancements, data analytics, and operational efficiency tools.

Tech stack fit Current technologies include AWS, Salesforce, HubSpot, and Marionette/Underscore JS, pointing to receptiveness to cloud, CRM, marketing automation, and frontend development services to optimize portfolio management, client onboarding, and client communications.

Recent stakes Notable investments in Sportsman’s Warehouse and Aircastle indicate a strategy of public market or asset-backed exposures, presenting a chance to offer research, risk management, or ETF/registered product structuring expertise to enhance product offerings.

Financial health Revenue range ($1M-$10M) alongside a substantial AUM base signals a mid-market advisory with potential client lifecycle opportunities for outsourced CIO, advisory, and technology-enabled fund administration services.