Adviser Profile

As of Date 07/28/2026
Registration SEC, Approved, 07/22/2026
Other registrations (2)
Former registrations

OLD VINE CAPITAL, LLC

Contact Info 415 xxxxxxx
Websites
AUM* 167,047,136
of that, discretionary 167,047,136
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 11,210,101
Avg Account Size 620,993
% High Net Worth 52.63%
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm

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
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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