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| Happy Holidays!! thanks for using AUM13F!! |
| Vines Capital Management LLC
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| CRD # | 298727 |
| SEC # | 801-123516 |
| CIK # | |
| AUM | $168.3 M (2025-03-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 318-450-4664 |
| Address | 1896 Hudson Circle Monroe, LA 71201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 28.1 |
| (b) Individuals (high net worth individuals) | 25 | 98.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 8.3 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 24.3 |
| (n) Other | 8 | 8.1 |
| Total | 402 | 168.3 |
| By Discretionary | ||
| Discretionary | 397 | 166.9 |
| Non-Discretionary | 5 | 1.5 |
| Total | 402 | 168.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.3 | |
| Total | 402 | 168.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Driven Investments LLC
✚
|
0.2 | |
|
Eagle Investment Advisors LLC
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PA | 0.2 |
|
RJP Investment Advisors LLP
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IN | 0.2 |
|
Goyette Financial Planning Inc
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CA | 0.2 |
|
Armada Advisors Inc
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FL | 0.2 |
|
Levin Funding Group LLC
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|
AZ | 0.2 |
|
Rookwood Wealth Management LLC
✚
|
0.2 | |
|
Johnson Lyman Inc
✚
|
CA | 0.2 |
|
Costello Financial Planning Inc
✚
|
0.2 | |
|
Integrity Investment Advisors LLC
✚
|
0.2 |