Vine Investment Advisors, LP is a large advisory firm based in New York. It manages $1.5 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Vine Investment Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vine Investment Advisors, LP is $1.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 319% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vine Investment Advisors, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Vine Investment Advisors is pooled investment vehicles with 10 clients and $1.5 billion of assets under management. Among the 5 most similar advisory firms, Vine Investment Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.5 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.
Vine Investment Advisors also advises several private funds. Namely, ten private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 9 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Vine Investment Advisors, LP performs its advisory services is located at 810 Seventh Avenue, Suite 802, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 917-512-7049 or by fax 212-221-9252. The normal business hours are 9am - 6pm est on Monday - Friday. You can find more information about the New York firm at vinealternativeinvestments.com.