# Old Vine Capital

> Old Vine Capital is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 305172
- Filed as: OLD VINE CAPITAL
- Legal name: Old Vine Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305172
- AdvisorCensus page: https://advisorcensus.com/firm/old-vine-capital-305172

## Quick answers

**How is Old Vine Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Old Vine Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Old Vine Capital registered with the SEC or a state?**
Old Vine Capital is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 305172.

**How much does Old Vine Capital manage?**
Old Vine Capital reports $167,047,136 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**What types of clients does Old Vine Capital serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (20); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Old Vine Capital use?**
Old Vine Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Old Vine Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305172

**What changed in Old Vine Capital's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $167,047,136
- Discretionary: $167,047,136
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $9,408,910 |
| High net worth individuals | 30 | $142,486,565 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $11,210,101 |
| Charitable organizations | Fewer than 5 | $3,158,129 |
| Corporations or other businesses not listed above | Fewer than 5 | $783,431 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oldvinecapital.com
- Facebook @oldvinecapital
- LinkedIn @oldvinecapital

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Old Vine Capital (CRD 305172): Form ADV filing data as of October 2026.