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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles8$583,451,294100.0%
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 funds

The 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

Fund administrator SUNTERA FUND SERVICES SHORT HILLS, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP NEW YORK, New York, United States
Custodian UPTEVIA CORPORATE TRUST PARIS, France Related to adviser: No
Custodian U.S. BANK GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Related to adviser: No
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
Fund administrator SUNTERA FUND SERVICES SHORT HILLS, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP NEW YORK, New York, United States
Custodian U.S. BANK GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Related to adviser: No
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

Fund administrator SUNTERA FUND SERVICES SHORT HILLS, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP NEW YORK, New York, United States
Custodian UPTEVIA CORPORATE TRUST PARIS, France Related to adviser: No
Custodian U.S. BANK GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Related to adviser: No
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

Fund administrator SUNTERA FUND SERVICES SHORT HILLS, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP NEW YORK, New York, United States
Custodian UPTEVIA CORPORATE TRUST PARIS, France Related to adviser: No
Custodian U.S. BANK GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Related to adviser: No
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
Fund administrator SUNTERA FUND SERVICES SHORT HILLS, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP NEW YORK, New York, United States
Custodian UPTEVIA CORPORATE TRUST PARIS, France Related to adviser: No
Custodian U.S. BANK GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Related to adviser: No
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

Fund administrator SUNTERA FUND SERVICES SHORT HILLS, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP NEW YORK, New York, United States
Custodian UPTEVIA CORPORATE TRUST PARIS, France Related to adviser: No
Custodian U.S. BANK GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Related to adviser: No
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
Fund administrator SUNTERA FUND SERVICES SHORT HILLS, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP NEW YORK, New York, United States
Custodian UPTEVIA CORPORATE TRUST PARIS, France Related to adviser: No
Custodian U.S. BANK GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Related to adviser: No
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 LANE
PALM 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.