# Vine Capital Management

Vine Capital Management is a Bank / Wealth / Trust based in Temecula, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Temecula, United States
- **Region:** North America
- **Address:** Temecula, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** vinecapitalmanagement.com

## Regulatory record

- **CRD number:** 269894
- **SEC file number:** 801-123544
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/269894

## About

Vine Capital Management was established in 2015 as a registered investment advisor in Temecula, California. The firm provides portfolio management and investment advisory services to individuals, high-net-worth families, and various business entities. Its founding positioned it to capture wealth flowing into Southern California's Inland Empire, a region that has seen significant demographic and economic growth over the past decade. The firm's investment approach is built around discretionary portfolio management, constructing allocations across equity, fixed income, and alternative strategies. Vine Capital operates as a conventional RIA rather than a fund sponsor, meaning clients receive individually managed accounts rather than pooled fund vehicles. The geographic footprint remains concentrated in Southern California, with Temecula serving as the sole headquarters. Team size and total assets under management have not been publicly disclosed. The firm's ADV filings provide the only verifiable window into its operations, though public record searches yield limited additional detail. No adjacent vehicles — such as philanthropic foundations, real estate arms, or operating businesses — are known to be affiliated with the firm. This opacity is consistent with a boutique RIA operating below the disclosure thresholds that trigger broader market visibility. Vine Capital's structural differentiator is its location and scale. For a family office or allocator evaluating this firm, the key question is whether its boutique structure and regional concentration offer genuine portfolio construction advantages or simply reflect a lifestyle practice.

## Questions

### What services does Vine Capital Management provide?

Vine Capital Management provides investment advisory services including portfolio management and investment management. The firm serves individuals, high-net-worth individuals, and various business entities. As a registered investment advisor, it operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests rather than under a broker-dealer suitability standard.

### How is Vine Capital Management regulated?

Vine Capital Management is a registered investment advisor, which places it under the regulatory oversight of the SEC or California state securities regulators, depending on its AUM threshold. RIAs are subject to Form ADV filing requirements that disclose their fee structures, disciplinary history, and business practices. The firm's RIA status means it is held to a fiduciary duty, a higher legal standard than the suitability standard applied to broker-dealers.

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Last updated: 2026-08-11T02:43:31.692Z

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