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VINE INVESTMENT ADVISORS, LP
CRD 157341 · SEC 801-73133
18 SHELDRAKE LANE, PALM BEACH GARDENS, FL, 33418, United States
Phone
9175127051
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$583.5M
Discretionary AUM
$583.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $583.5M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD