RIA Intel›Advisers›Florida›VINE INVESTMENT ADVISORS, LP

VINE INVESTMENT ADVISORS, LP

Advisory

N·PALM BEACH GARDENS, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$583M
1-Year AUM Growth
0.0%
3-Year CAGR
-12.7%
Employees
1
Assets Under Management
Total AUM$583M
Discretionary AUM$583M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)-85.7%
Filing History
Total Filings on Record19
First FilingFeb 1, 2012
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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