← Tributary

VINE INVESTMENT ADVISORS, LP

PALM BEACH GARDENS, FL · CRD 157341 · IAPD ↗ · 9175127051

$583.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
July 2025 — VINE INVESTMENT ADVISORS, LP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
April 2025 — VINE INVESTMENT ADVISORS, LP reported RAUM down 41% ($928.4M -> $546.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2025 — VINE INVESTMENT ADVISORS, LP moved its main office from NEW YORK, NY to PALM BEACH GARDENS, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
November 2024 — VINE INVESTMENT ADVISORS, LP shrank from 7 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2024 — VINE INVESTMENT ADVISORS, LP shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.