Vineyard Capital Management LLC

Overview

Vineyard Capital Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on portfolio management for individuals, families and small businesses and charges clients on a percentage-of-assets-under-management basis. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor; it also reports operating under a single-state footprint rather than as a multi-state adviser. Filings indicate the business primarily manages client portfolios on a non-discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices