Vine Investment Advisors, LP
Vine Investment Advisors, LP is an SEC-registered asset manager in Palm Beach Gardens, FL with $583.5M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Vine Investment Advisors, LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157341, SEC 801-73133, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $583.5M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Palm Beach Gardens, FL
- Employees
- 1
- Clients
- 8
- CRD
- 157341
- Ownership
- MOORE, JAMES, PATRICK; KOVACH, STEPHEN, ANDREW; PALEY, ADAM, JAMES; LAMBERT, WILLIAM, EDWARD; VINE ALTERNATIVE INVESTMENTS GROUP, LLC
How much AUM does Vine Investment Advisors, LP have?
Vine Investment Advisors, LP reported $583.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Vine Investment Advisors, LP?
Disclosed owners and executives of Vine Investment Advisors, LP include MOORE, JAMES, PATRICK, KOVACH, STEPHEN, ANDREW, PALEY, ADAM, JAMES, LAMBERT, WILLIAM, EDWARD, VINE ALTERNATIVE INVESTMENTS GROUP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.