VINE INVESTMENT ADVISORS, LP

RIASEC RegisteredEst. 2012
Total AUM
$583M
Discretionary
$583M
100% of AUM
Avg account
$72.9M
Accounts
8
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JAMES MOORE

    Managing PartnerCRD 2504236

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth