Adviser Profile
| As of Date | 07/23/2026 |
| Registration status | Registration Changed to OLD VINE CAPITAL, LLC |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 167,047,136 97% |
| of that, discretionary | 167,047,136 101% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 620,993 33% |
| % High Net Worth | 52.63% -10% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1