# Vine Investment Advisors, LP

> 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.

- CRD: 157341
- Filed as: VINE INVESTMENT ADVISORS, LP
- Also doing business as: VINE ALTERNATIVE INVESTMENTS GROUP, LLC, VINE ALTERNATIVE INVESTMENTS III, LP, VINE ALTERNATIVE INVESTMENTS IV, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157341
- AdvisorCensus page: https://advisorcensus.com/firm/vine-investment-advisors-lp-palm-beach-gardens-fl-157341

## Quick answers

**How is Vine Investment Advisors, LP compensated?**
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.

**Where is Vine Investment Advisors, LP located?**
Vine Investment Advisors, LP's principal office is in Palm Beach Gardens, FL, according to its Form ADV.

**Is Vine Investment Advisors, LP registered with the SEC or a state?**
Vine Investment Advisors, LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157341.

**How much does Vine Investment Advisors, LP manage?**
Vine Investment Advisors, LP reports $583,451,294 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Vine Investment Advisors, LP's assets and staff changed since 2021?**
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.

**What types of clients does Vine Investment Advisors, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Vine Investment Advisors, LP 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/157341

**Does Vine Investment Advisors, LP state an account minimum?**
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."

**What changed in Vine Investment Advisors, LP's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in NY.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $583,451,294
- Discretionary: $583,451,294
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $583,451,294 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vinealternativeinvestments.com
- LinkedIn @VINE-ALTERNATIVE-INVESTMENTS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,496,700,000 | 10 | March 29, 2021 |
| October 2022 | $1,364,610,000 | 10 | June 6, 2022 |
| October 2023 | $1,066,260,000 | 9 | March 14, 2023 |
| October 2024 | $928,400,000 | 7 | March 27, 2024 |
| October 2025 | $546,320,000 | 1 | June 26, 2025 |
| October 2026 | $583,451,294 | 1 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vine Investment Advisors, LP (CRD 157341): Form ADV filing data as of October 2026.