{ "crd_number": 157341, "slug": "vine-investment-advisors-lp-palm-beach-gardens-fl-157341", "primary_business_name": "VINE INVESTMENT ADVISORS, LP", "legal_name": "VINE INVESTMENT ADVISORS, LP", "dbas": [ "VINE ALTERNATIVE INVESTMENTS GROUP, LLC", "VINE ALTERNATIVE INVESTMENTS III, LP", "VINE ALTERNATIVE INVESTMENTS IV, LP" ], "city": "Palm Beach Gardens", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-02", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 583451294.0, "raum_discretionary": 583451294.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 583451294.0, "count": 8 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL" ], "websites": [ "https://linkedin.com/COMPANY/VINE-ALTERNATIVE-INVESTMENTS-LLC", "https://vinealternativeinvestments.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157341", "city_as_filed": "PALM BEACH GARDENS", "url": "https://advisorcensus.com/firm/vine-investment-advisors-lp-palm-beach-gardens-fl-157341", "display_name": "Vine Investment Advisors, LP", "summary": "Vine Investment Advisors, LP is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Vine Investment Advisors, LP (CRD 157341): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Vine Investment Advisors, LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Vine Investment Advisors, LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees." }, { "q": "Where is Vine Investment Advisors, LP located?", "a": "Vine Investment Advisors, LP's principal office is in Palm Beach Gardens, FL, according to its Form ADV." }, { "q": "Is Vine Investment Advisors, LP registered with the SEC or a state?", "a": "Vine Investment Advisors, LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157341." }, { "q": "How much does Vine Investment Advisors, LP manage?", "a": "Vine Investment Advisors, LP reports $583,451,294 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Vine Investment Advisors, LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Vine Investment Advisors, LP: Regulatory assets under management: $1,496,700,000 in the October 2021 data and $583,451,294 in the October 2026 data, down 61%. Total employees: 10 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Vine Investment Advisors, LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8)." }, { "q": "Does Vine Investment Advisors, LP report any disciplinary disclosures?", "a": "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/157341" }, { "q": "Does Vine Investment Advisors, LP state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"The minimum opening investments in the Funds are generally $5,000,000 for both qualified individual investors and qualified institutional investors. In its sole discretion, Vine has made and, in the future, may make exceptions to these minimums.\"" }, { "q": "What changed in Vine Investment Advisors, LP's recent Form ADV filings?", "a": "In the January 2026 filing data: No longer registered or notice-filed in NY." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1496700000.0, "total_employees": 10, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1364610000.0, "total_employees": 10, "filing_date": "2022-06-06" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1066260000.0, "total_employees": 9, "filing_date": "2023-03-14" }, { "period": "2024-10-01", "regulatory_assets_under_management": 928400000.0, "total_employees": 7, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 546320000.0, "total_employees": 1, "filing_date": "2025-06-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 583451294.0, "total_employees": 1, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in NY." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$5,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "The minimum opening investments in the Funds are generally $5,000,000 for both qualified individual investors and qualified institutional investors. In its sole discretion, Vine has made and, in the future, may make exceptions to these minimums." ] } ], "quotes": [ "The minimum opening investments in the Funds are generally $5,000,000 for both qualified individual investors and qualified institutional investors. In its sole discretion, Vine has made and, in the future, may make exceptions to these minimums." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/vine-investment-advisors-lp-palm-beach-gardens-fl-157341.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 8, "fewer_than_5": false, "raum": 583451294.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157341", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }