|
⚲
|
| Old Vine Capital LLC
✚
|
|
|---|---|
| CRD # | 305172 |
| SEC # | 801-136808 |
| CIK # | |
| AUM | $167.0 M (2026-06-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-990-1420 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Old Vine Capital Venture Allocation Fund LP | [2026-06-22] | 0.0 | 11.2 |
| PE | OVC AI Infrastructure Fund LP | 2026-06-22 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 9.4 |
| (b) Individuals (high net worth individuals) | 30 | 142.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 11.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 269 | 167.0 |
| By Discretionary | ||
| Discretionary | 269 | 167.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 269 | 167.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.0 | |
| Total | 269 | 167.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|
| Old Vine Capital LLC | 1 | ||
| Neil Kay | 1 | ||
| Old Vine Capital Venture Allocation Fund GP LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alan B Lancz & Associates Inc
✚
|
OH | 0.2 |
|
RWR Investments LLC
✚
|
TX | 0.2 |
|
Seamans Capital Management LLC
✚
|
MA | 0.2 |
|
Peak Capital Management LLC
✚
|
CO | 0.2 |
|
Capital IP Investment Partners LP
✚
|
0.2 | |
|
Kingsbury Capital Investment Advisors LLC
✚
|
0.2 | |
|
Clearpath Capital Partners LLC
✚
|
CA | 0.2 |
|
Bison Investment Advisors LLC
✚
|
TX | 0.2 |
|
Sportsology Capital Partners LP
✚
|
NY | 0.2 |
|
Gervais Capital Management LLC
✚
|
WY | 0.2 |