VINE INVESTMENT ADVISORS, LP
Firm details
- Headquarters
- PALM BEACH GARDENS, Florida
- CRD number
- 157341
- Registered since
- March 2, 2012
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Vine Investment Advisors, LP operates as a limited partnership that has been SEC-registered since 2012. The firm is organized around private equity fund management and serves institutional clients, with its principal advisory work consisting of portfolio management for pooled investment vehicles. Ownership is noted as a domestic entity and individual combination. The firm is not structured as a separate capital allocator and does not identify as an active ESG investor. Its fee arrangements combine asset-based charges, fixed fees, and performance-linked compensation. Regulatory filings indicate Vine also functions in roles associated with pooled vehicles (for example, sponsor/GP or commodity pool operator/CTA-type capacities).
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JAMES MOORE
Managing PartnerCRD 2504236
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM BEACH GARDENS, FL
PALM BEACH
Location
PALM BEACH GARDENS, FL
Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 18 Sheldrake Ln
- Time zone
- ET (UTC-5)
- Office locations
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