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Vine Investment Advisors, LP

● SEC registered since 2012CRD 157341SEC# 801-73133Palm Beach Gardens, FL
Export (members)
Ranks #3,680 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$583.5M
Fund GAV
$583.5M
Private funds
8
Employees
1
Accounts
8
Location
Palm Beach Gardens, FL

Vine Investment Advisors, LP assets under management

Vine Investment Advisors, LP is an investment advisory firm registered with the SEC based in Palm Beach Gardens, FL. The firm has been registered since 2012. It reports $583.5 million in regulatory assets under management and employs 1 people. Vine Investment Advisors, LP manages 8 private funds with combined gross assets of $583.5 million, including Vine Media Opportunities - Fund IV, LP. By regulatory assets, it ranks 3,680 of 6,004 private fund managers.

Vine Investment Advisors, LP private funds

8 funds · $583.5M GAV
FundTypeGross assetsMin.
Vine Media Opportunities - Fund IV, LPPrivate Equity$261.9M$5M
Vine Media Opportunities - Fund Iv-A Aiv, LPPrivate Equity$128.5M$5M
Vine Media Opportunities - Fund III - a, LPPrivate Equity$69.2M$5M
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Vine Investment Advisors, LP owners & executives

3 reported
NameTitleOwnershipSince
James Patrick Moore ControlLimited Partner, Ceo, Cfo, Cco, Coo & Cio50-75%2024
Vine Alternative Investments Group, LLC ControlGeneral PartnerUnder 5%2009
James Patrick Moore ControlManaging Member50-75%2009

Frequently asked questions

How much does Vine Investment Advisors, LP manage?

Vine Investment Advisors, LP reports $583.5 million in regulatory assets under management on its Form ADV.

How many private funds does Vine Investment Advisors, LP manage?

Vine Investment Advisors, LP manages 8 private funds with combined gross assets of $583.5 million.

How many employees does Vine Investment Advisors, LP have?

Vine Investment Advisors, LP reports 1 employees.

Where is Vine Investment Advisors, LP located?

Vine Investment Advisors, LP is based in Palm Beach Gardens, FL and has been SEC-registered since 2012.

Does Vine Investment Advisors, LP disclose fund performance?

Vine Investment Advisors, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18 Sheldrake Lane, Palm Beach Gardens, FL 33418
Phone9175127051
Office hours9a.m. - 6p.m. Est
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$583.5M▲ 7%
Mar '25 — $546.3MApr '25 — $546.3MMay '25 — $546.3MJun '25 — $546.3MJul '25 — $546.3MAug '25 — $546.3MSep '25 — $546.3MOct '25 — $546.3MNov '25 — $546.3MDec '25 — $546.3MJan '26 — $546.3MFeb '26 — $546.3MMar '26 — $583.5MApr '26 — $583.5MMay '26 — $583.5MJun '26 — $583.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
AUM vs fund managersTop 61%
Larger than 39% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$583.5Mregulatory AUM
Discretionary $583.5M

Service providers