Old Vine Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$151,895,475
Clients
50
Advisors
1
of 1 employees
About
Old Vine Capital is a small, independent registered investment adviser managing roughly $167 million for about 50 clients. It provides continuous individual portfolio management and financial planning for individuals and high-net-worth clients, and also accepts charitable and corporate clients while sponsoring and managing private pooled investment vehicles.
The firm tailors discretionary and non-discretionary portfolios to client objectives using fundamental, technical, quantitative and qualitative analysis and an asset-allocation framework, and it may recommend alternative investments and third‑party managers when appropriate. In both separately managed accounts and its pooled vehicles the firm may employ margin/borrowing and derivative instruments as part of its implementation toolkit.
Noteworthy differences from many peers include acting as sponsor and general partner to affiliated private funds that pursue fund-of-funds strategies (including an AI infrastructure–focused vehicle and a venture allocation vehicle) and receiving performance-based carried interest from those funds. The firm discloses these side‑by‑side arrangements and says it mitigates conflicts through its Code of Ethics, trade-allocation policies, and other compliance procedures, and it has reported exceeding $100 million in AUM and applying for SEC registration.
Client services
Expertise
Fee options
$0.00 - $499,999: 1% $500,000 - $1,000,000: 0.80% Over $1,000,000+: 0.75%
Performance-based fees via carried interest: 15% carry on Old Vine Capital Venture Allocation Fund, LP and OVC AI Infrastructure Fund, LP (with 7% preferred return and 15% max carry)
Account minimum: $5,000 Minimum fee: Minimum annual adviser fee of $5,000, charged quarterly; may be negotiable Fee-only: Annual advisory fees based on assets under management (tiered), financial planning included at no charge, no commissions accepted
Main office
Austin TX
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Old Vine Capital · Old Vine Capital, LLC
Disclosures
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