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VINE INVESTMENT ADVISORS, LP

C49
CRD 157341·SEC 801-73133·PALM BEACH GARDENS, FL
AUM
$583.5M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VINE INVESTMENT ADVISORS, LP
CRD
157341
SEC file #
801-73133
EIN
—
DBA names
—

Economics

AUM
$583.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.50B → $583.5M▼ -61%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
9 advisors → 1 advisors▼ -89%
Primary office
PALM BEACH GARDENS FL
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/vine-alternative-investments-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOORE, JAMES, PATRICK
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MOORE, JAMES, PATRICK
VINE ALTERNATIVE INVESTMENTS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank16
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2504236
Trust Company Affiliate
Yes

People (1)

1
MOORE, JAMES, PATRICK
Direct Owner · 62.5%
2504236