OLD VINE CAPITAL, LLC

OLD VINE CAPITAL, LLC is an SEC-registered investment adviser (CRD 305172). Regulatory assets under management: $167.0M.

Registration

• CRD: 305172
• SEC file number: 801-136808
• Type: Registered investment adviser
• Phone: 415-990-1420
• Latest filing: 2026-07-28
• Regulatory AUM: $167.0M
• Discretionary AUM: $167.0M
• Clients: 1
• Accounts: 269

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth, Charities, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305172 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search