Old Vine Capital

RIASEC RegisteredEst. 2026

Total AUM

$167M

Discretionary

$167M

100% of AUM

Avg account

$621K

Accounts

269

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 305172
Registered since: July 22, 2026
Website: www.oldvinecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI85.3%
Pooled Investment Vehicles6.71%
Individuals5.63%
Charitable Organizations1.89%
Corporations / Businesses0.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Old Vine Capital is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and pooled vehicles, and the selection of third‑party advisers. It operates as a capital allocator and takes sponsor/GP/managing‑member roles on pooled investment vehicles it sponsors. Fee arrangements include a percentage of assets under management and performance‑based fees. The firm reports it does not position itself as an active ESG investor.