VINE INVESTMENT ADVISORS, LP
CRD #157341 SEC #801-73133 PALM BEACH GARDENS, FL 9175127051
SEC Registered Private Funds
Total AUM
$546.3M
Discretionary
$546.3M
Employees
1
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $546.3M | $546.3M | $0 | 1 | 0 |
| Mar 2025 | $546.3M | $546.3M | $0 | 1 | 0 |
| Oct 2024 | $928.4M | $928.4M | $0 | 1 | 0 |
| Mar 2024 | $928.4M | $928.4M | $0 | 7 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 9 | 0 |
| Jun 2022 | $1.4B | $1.4B | $0 | 10 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 10 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 10 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 10 | 0 |
| Mar 2019 | $1.5B | $1.5B | $0 | 9 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 9 | 0 |
| Apr 2017 | $826M | $826M | $0 | 8 | 1 |
| Mar 2017 | $826M | $826M | $0 | 8 | 1 |
| Mar 2016 | $769.1M | $760.4M | $8.7M | 8 | 1 |
| Mar 2015 | $660.3M | $651.1M | $9.2M | 7 | 1 |
| Mar 2014 | $398.8M | $389.1M | $9.7M | 5 | 1 |
| Mar 2014 | $398.8M | $389.1M | $9.7M | 5 | 1 |
| Mar 2013 | $347.4M | $338.5M | $8.9M | 5 | 1 |
| Apr 2012 | $357.4M | $347.8M | $9.6M | -- | 1 |
| Feb 2012 | $357.4M | $347.8M | $9.6M | -- | 1 |
| Feb 2012 | $357.4M | $347.8M | $9.6M | -- | 1 |
DateJun 2025
Total AUM$546.3M
Discretionary$546.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$546.3M
Discretionary$546.3M
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$928.4M
Discretionary$928.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$928.4M
Discretionary$928.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateApr 2017
Total AUM$826M
Discretionary$826M
Non-Disc.$0
Employees8
Clients1
DateMar 2017
Total AUM$826M
Discretionary$826M
Non-Disc.$0
Employees8
Clients1
DateMar 2016
Total AUM$769.1M
Discretionary$760.4M
Non-Disc.$8.7M
Employees8
Clients1
DateMar 2015
Total AUM$660.3M
Discretionary$651.1M
Non-Disc.$9.2M
Employees7
Clients1
DateMar 2014
Total AUM$398.8M
Discretionary$389.1M
Non-Disc.$9.7M
Employees5
Clients1
DateMar 2014
Total AUM$398.8M
Discretionary$389.1M
Non-Disc.$9.7M
Employees5
Clients1
DateMar 2013
Total AUM$347.4M
Discretionary$338.5M
Non-Disc.$8.9M
Employees5
Clients1
DateApr 2012
Total AUM$357.4M
Discretionary$347.8M
Non-Disc.$9.6M
Employees--
Clients1
DateFeb 2012
Total AUM$357.4M
Discretionary$347.8M
Non-Disc.$9.6M
Employees--
Clients1
DateFeb 2012
Total AUM$357.4M
Discretionary$347.8M
Non-Disc.$9.6M
Employees--
Clients1