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Building 2VINE CAPITAL MANAGEMENT, LLC

Map pin
Phone951-526-5173
NotebookSEC #801-123544
Total AUM
$188.4M
Employees
2
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
Monday - Friday
Phone
951-526-5173

ReceiptFinancials

Total AUM
$188.4M
Accounts
301
Discretionary
$152.9K
Accounts
1
Non-Discretionary
$188.2M
Accounts
300

ContactClients

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Individual Clients
105
AUM
$30.9M
HNW Individual Clients
60
AUM
$135.8M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
2
AUM
$19.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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