Updated:
Old Vine Capital
Old Vine Capital is a Registered Investment Advisory firm that provides fiduciary investment guidance and portfolio management to select families, individuals,...
Old Vine Capital
Old Vine Capital is a Registered Investment Advisory firm that provides fiduciary investment guidance and portfolio management to select families, individuals, foundations and institutions. As a fiduciary, the firm does not sell financial products such as mutual funds or annuities and focuses on objective advice tailored to client goals. It provides holistic asset monitoring, financial planning, and portfolio management across multiple asset classes, including reporting on overall wealth spanning liquid and non-liquid assets.
General information
Firm type
Private Equity
Year founded
2019
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Principals
Neil Kay
Founder
Frequently asked questions
Who makes investment decisions at Old Vine Capital?
Neil Kay, the firm's founder, is the central decision-maker. He draws on his career as a portfolio construction specialist for institutions at BlackRock and as an ETF distribution head at John Hancock Investments. The firm's filings do not disclose an investment committee or other named investment staff beyond Kay.
What is Old Vine Capital's relationship with BlackRock and John Hancock?
Old Vine Capital has no ongoing corporate relationship with BlackRock or John Hancock. Neil Kay previously worked at both firms before founding Old Vine Capital. BlackRock was a former employer where he served as an iShares ETF Specialist, and John Hancock was where he led ETF distribution.
Does Old Vine Capital participate in direct private deals?
The firm's public materials state it provides reporting on and advises about private equity and venture capital placements. Information is insufficient to determine whether the firm originates direct deals, participates in manager selection, or only monitors existing private holdings.
What is the firm's known posture on co-investing with clients?
The firm does not publicly describe a dedicated co-investment vehicle. As an RIA charging fees for portfolio management and planning, Old Vine Capital's standard posture is to manage assets and advise, not to pool client capital into firm-led direct investments or club deals.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: