Overview
Assets Under Management: $152 million
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
VINE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #269894), VINE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VINE CAPITAL MANAGEMENT, LLC serves 51 high-net-worth clients according to their SEC filing dated January 17, 2025. View client details ↓
According to their SEC Form ADV, VINE CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
VINE CAPITAL MANAGEMENT, LLC manages $152 million in client assets according to their SEC filing dated January 17, 2025.
According to their SEC Form ADV, VINE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.83
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 260
Discretionary Accounts: 1
Non-Discretionary Accounts: 259
Regulatory Filings
CRD Number: 269894
Last Filing Date: 2025-01-17 00:00:00
Website: https://vinecapitalmanagement.com