Vineyard Capital Management LLC

Overview

Vineyard Capital Management LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and serves a compact client roster, favoring equity exposure as its primary allocation. Filings indicate the adviser operates on a non-discretionary basis, which suggests clients retain decision authority and Vineyard Capital provides investment recommendations and portfolio construction rather than acting as a hands-on trading authority. Client types are individual and family accounts rather than institutional mandates. The firm is not positioned as an ESG specialist, is not registered as a multi-state adviser, and does not present itself as a pension consultant or related adviser. Given the owner-type designation as individual and the modest scale of assets, the business model reads as a boutique, adviser-led practice that outsources custody and execution to a major custodian.

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Public Holdings

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Location & Offices