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VINE CAPITAL MANAGEMENT, LLC
CRD 269894 · SEC 801-123544
AZ, United States
Phone
951-526-5173
Fax
951-824-7624
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.4M
Discretionary AUM
$153K
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $30.9M |
| High net worth individuals | 60 | $135.8M |
| Charitable organizations | 1 | $1.8M |
| Corporations/business entities | 2 | $19.9M |
States served
AZ, CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD