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OLD VINE CAPITAL
Legal name: OLD VINE CAPITAL, LLC
CRD 305172File 801-136808
APPROVED
Retail clients
Custody
Filing as of Jul 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$167.0M
Bottom 25% of cohort (national)
Discretionary AUM
$167.0M
Clients
52
269 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 22, 2026
- Principal office
- Not reported
- Phone
- 415-990-1420
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $167.0M
- Discretionary AUM
- $167.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 269
- Non-discretionary accounts
- 0
- Total accounts
- 269
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $783K |
| Charitable organizations | Fewer than 5 | $3.2M |
| High net worth individuals | 30 | $142.5M |
| Pooled investment vehicles | 2 | $11.2M |
| Individuals (other than high net worth individuals) | 20 | $9.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OLD VINE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OLD VINE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.