Old Vine Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$151,895,475
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
50
60% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$3,037,910
About
Old Vine Capital is a small, independent investment adviser that provides individual portfolio management and integrated financial planning to individuals, high-net-worth clients, charitable organizations and pooled investment vehicles. The firm offers both discretionary and non-discretionary management and provides quarterly performance reporting with asset-class breakdowns as part of its client service.
The firm employs a mix of fundamental, technical, quantitative and qualitative analysis and emphasizes asset-allocation and suitability when recommending investments, including alternatives for accredited investors. Old Vine Capital also operates affiliated fund-of-funds vehicles — a venture allocation fund and an AI infrastructure fund — and provides discretionary management for those pooled vehicles.
Notably for a solo independent adviser, Old Vine sponsors and serves as adviser to private pooled funds and receives performance-based compensation (carried interest) from those funds, a practice that the firm discloses and addresses through allocation and conflict-mitigation policies. The brochure also discloses the firm’s use of margin in separately managed accounts and that it exceeded $100 million in regulatory assets, prompting an application for SEC registration.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Business exit / sale strategy
Fee options
$0 - $499,999: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000+: 0.75%
Performance-based fees (carried interest) for affiliated private funds: 15% carry; 1.5% management fee for Old Vine Capital Venture Allocation Fund, LP; 1.25% management fee for OVC AI Infrastructure Fund, LP with a 7% preferred return and 15% max carry
Account minimum: $5,000 Minimum fee: $5,000 minimum annual advisory fee charged quarterly, negotiable Fee-only: Annual portfolio management fees ranging generally from 0.75% to 1.00% based on assets under management; financial planning services offered at no additional charge to portfolio management clients
Main office location
Old Vine Capital
Austin TX, United States
Number of offices
1
Most active in
Old Vine Capital has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")