A complete list of active advisors currently associated with Old Vine Capital

Warmer can help you find a great advisor at Old Vine Capital or one who fits your needs even better.

Old Vine Capital is a small, independent investment adviser that provides individual portfolio management and integrated financial planning to individuals, high-net-worth clients, charitable organizations and pooled investment vehicles. The firm offers both discretionary and non-discretionary management and provides quarterly performance reporting with asset-class breakdowns as part of its client service. The firm employs a mix of fundamental, technical, quantitative and qualitative analysis and emphasizes asset-allocation and suitability when recommending investments, including alternatives for accredited investors. Old Vine Capital also operates affiliated fund-of-funds vehicles — a venture allocation fund and an AI infrastructure fund — and provides discretionary management for those pooled vehicles. Notably for a solo independent adviser, Old Vine sponsors and serves as adviser to private pooled funds and receives performance-based compensation (carried interest) from those funds, a practice that the firm discloses and addresses through allocation and conflict-mitigation policies. The brochure also discloses the firm’s use of margin in separately managed accounts and that it exceeded $100 million in regulatory assets, prompting an application for SEC registration.

To learn more about the advisors currently working at Old Vine Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.