Falists
← Back to search

VINE INVESTMENT ADVISORS, LP

CRD 157341 · SEC 801-73133

Visit website

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

TypeClientsAUM
Pooled investment vehicles8$583.5M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD