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- Custodian
- Charles Schwab & Company · John Hancock · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2019
- Office Locations
- 1
Office Locations
About OLD Vine Capital
Old Vine Capital is a fiduciary RIA founded in San Francisco and operating in Austin, providing portfolio management and financial planning for select individuals, families, foundations, and institutions. The firm builds investment policies and manages multi-asset portfolios—often using ETFs and funds—while monitoring overall net worth, liquidity, and liabilities, including concentrated stock and alternative holdings (private equity, venture, hedge funds). It does not sell mutual funds or annuities.
Team overview
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Accredited Investors
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Fund Managers
Investment Themes
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Technology
Owner & Executives
Anjou Ahlborn
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
NEIL MATTHEW KAY
Chief Compliance Officer, Managing Partner
- CRD
- #6101164
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,047,136 | -- |
| Non-Discretionary | $0 | -- |
| Total | $167,047,136 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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