Investment adviser · CRD 157341
VINE INVESTMENT ADVISORS, LP
Investment adviser filing (IA)
PALM BEACH GARDENS, FL, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $583M Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 8 | $583,451,294 | 100.0% |
Filing source
Form ADV 2090030 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
12 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
VINE MEDIA OPPORTUNITIES - FUND IV, LPPrivate Equity Fund · Last reported Mar 31, 2026$262MGross asset value
Form D fundraising filings
VINE MEDIA OPPORTUNITIES - FUND IV, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-4620654417
- Reported beneficial owners
- 25
- Minimum commitment
- $5M
- Form D file number
- 021-298449
Form ADV 2090030 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VINE MEDIA OPPORTUNITIES - FUND IV-A AIV, LPPrivate Equity Fund · Last reported Mar 31, 2026$128MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-1478006301
- Reported beneficial owners
- 3
- Minimum commitment
- $5M
Form ADV 2090030 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VINE MEDIA OPPORTUNITIES - FUND III - A, LPPrivate Equity Fund · Last reported Mar 31, 2026$69.2MGross asset value
Form D fundraising filings
VINE MEDIA OPPORTUNITIES - FUND III-A, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-1523283898
- Reported beneficial owners
- 3
- Minimum commitment
- $5M
- Form D file number
- 021-201148
Form ADV 2090030 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VINE MEDIA OPPORTUNITIES - FUND III, LPPrivate Equity Fund · Last reported Mar 31, 2026$56.3MGross asset value
Form D fundraising filings
VINE MEDIA OPPORTUNITIES - FUND III, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-2910272874
- Reported beneficial owners
- 10
- Minimum commitment
- $5M
- Form D file number
- 021-201149
Form ADV 2090030 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VINE MEDIA OPPORTUNITIES - FUND III - A AIV, LPPrivate Equity Fund · Last reported Mar 31, 2026$30.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-7240167913
- Reported beneficial owners
- 3
- Minimum commitment
- $5M
Form ADV 2090030 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VINE MEDIA OPPORTUNITIES - FUND III - B, LPPrivate Equity Fund · Last reported Mar 31, 2026$30.3MGross asset value
Form D fundraising filings
VINE MEDIA OPPORTUNITIES - FUND III-B, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-8592048391
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
- Form D file number
- 021-213986
Form ADV 2090030 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VINE EC HOLDINGS SPV LLCPrivate Equity Fund · Last reported Mar 31, 2026$5.99MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-2087812955
- Reported beneficial owners
- 21
- Minimum commitment
- $0
Form ADV 2090030 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
18 SHELDRAKE LANEPALM BEACH GARDENS, FL, 33418, United States
CRD 157341
Filing source
Form ADV 2090030 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.