Old Vine Capital

Overview

Old Vine Capital is an independent registered investment adviser operating as a limited liability company that functions as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm charges a mix of percentage-of-AUM and performance-based fees and provides financial planning, discretionary portfolio management for individuals and small businesses, management for pooled investment vehicles, and selection of other advisers. It also sponsors and serves as a general partner/managing member for pooled vehicles it advises, which aligns with the firm’s active role in directing alternative investment commitments. Investment activity shows a clear equity bias: the firm favors exchange-traded equities within its separately managed accounts while retaining the flexibility to commit capital to private funds and other illiquid strategies. Old Vine Capital is not positioned as an active ESG investor and operates primarily within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices