Vine Capital Management, LLC

Overview

Vine Capital Management, LLC is an independent registered investment adviser formed in 2022 and owned by an individual principal. The firm serves a mix of individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Its fee mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, allowing flexibility for planning engagements and advisory mandates. Investment activity is concentrated in public funds and mutual funds, with a notable exposure to corporate debt. The firm does not identify as an active ESG investor and operates under a primarily advisory — rather than capital-allocating — model. Custody and execution are handled through a single primary custodian relationship.

Assets & Accounts

Investments & Alternatives

Location & Offices