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| Keyboard |
| Vine Capital Management LLC
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|---|---|
| CRD # | 269894 |
| SEC # | 801-123544 |
| CIK # | |
| AUM | 188.4 M (2026-01-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 951-526-5173 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 30.9 |
| (b) Individuals (high net worth individuals) | 60 | 135.8 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.8 |
| (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 | 2 | 19.9 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 188.4 |
| By Discretionary | ||
| Discretionary | 1 | 0.2 |
| Non-Discretionary | 300 | 188.2 |
| Total | 301 | 188.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.4 | |
| Total | 301 | 188.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ridgeline Wealth Advisors LLC
✚
|
NC | 189.0 M |
|
RJP Investment Advisors LLP
✚
|
IN | 188.7 M |
|
McCulley Financial Group LLC
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IL | 188.7 M |
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Highroad Wealth Advisors LLC
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OR | 188.5 M |
|
Amicorp Wealth Services LLC
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FL | 188.5 M |
|
Trailhead Planners LLC
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|
MN | 188.4 M |
|
Cross State Financial Group LLC
✚
|
NM | 188.3 M |
|
Barnes Dennig Private Wealth Management LLC
✚
|
OH | 188.2 M |
|
The Westchester Group LLC
✚
|
187.9 M | |
|
Liftpoint Family Wealth Advisors LLC
✚
|
NJ | 187.7 M |