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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

VINE STREET WEALTH MANAGEMENT, LLC

CRD 170748

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ffae9144-2822-6560-e5a3-22d29e8023fc

Data as of Apr 28, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2017 to Apr 28, 2019
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $135MItem 5.F on the latest filing (2019-04-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $128M
Private client RAUM: $132MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 158
Individual clients: 24
High net worth clients: 21
SEC number: 801-111877
CRD: 170748
Filings on the tape: 11
First filed: Sep 18, 2017
Latest filed: Apr 28, 2019
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERNABEI, JOHN, CARLO	MANAGING MEMBER	C	yes	05/2017	Sep 18, 2017	Apr 28, 2019
Kovriga, Alexander	MANAGING MEMBER	C	yes	05/2017	Sep 18, 2017	Apr 28, 2019
Kovriga, Alexander	MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER	C	yes	10/2016	Sep 18, 2017	Apr 28, 2019
LAU, CAROLINA, YANN	MANAGING DIRECTOR/CHIEF OPERATING OFFICER	A	yes	10/2017	Nov 28, 2017	Apr 28, 2019
PERRY, ZACHARY, WILSON	MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER	C	yes	02/2014	Sep 18, 2017	Apr 28, 2019
PERRY, ZACHARY, WILSON	MANAGING MEMBER	C	yes	05/2017	Sep 18, 2017	Apr 28, 2019
BERNABEI, JOHN, CARLO	Partner	B	no	05/2014	Sep 18, 2017	Apr 28, 2019
VINE STREET HOLDINGS, LLC	Member	C	no	06/2017	Sep 18, 2017	Apr 28, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SEAPLANE PARTNERS, LLC	n/a	Former SEC adviser	$33.8M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Mar 28, 2019	$135M	$128M	5	4	0	n/a	n/a
2017	Jun 8, 2018	$108M	$102M	4	3	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$135M	$108M	25.2%	n/a	n/a	5	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SEAPLANE PARTNERS, LLC	2	Mar 17, 2020	Dec 7, 2017	MILL VALLEY, CA	Team lift out	RIA to RIA	100.0%

Relationships

Affiliated with (2)

→ SEAPLANE PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← SEAPLANE PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← PERRY, ZACHARY, WILSONOwnerMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Sep 18, 2017 to presentfactForm ADV
← LAU, CAROLINA, YANNOwnerMANAGING DIRECTOR/CHIEF OPERATING OFFICER, ownership code A, individual
Nov 28, 2017 to presentfactForm ADV
← Kovriga, AlexanderOwnerMANAGING MEMBER, ownership code C, individual
Sep 18, 2017 to presentfactForm ADV
← BERNABEI, JOHN, CARLOOwnerMANAGING MEMBER, ownership code C, individual
Sep 18, 2017 to presentfactForm ADV

Owns (2)

← VINE STREET HOLDINGS, LLCOwnerMEMBER, ownership code C, domestic entity
Sep 18, 2017 to presentfactForm ADV
← BERNABEI, JOHN, CARLOOwnerPARTNER, ownership code B, individual
Sep 18, 2017 to presentfactForm ADV

Registered with (3)

← JOHN CARLO BERNABEIAdvisorregistration: previous registration
May 27, 2014 to Mar 17, 2020factForm ADV
← ZACHARY WILSON PERRYAdvisorregistration: previous registration
May 9, 2014 to Mar 17, 2020factForm ADV
← Cearull Jack HorganAdvisorregistration: previous registration
Jun 22, 2018 to May 23, 2019factForm ADV

Moved with (1)

→ SEAPLANE PARTNERS, LLCRegistered adviser2 advisors, team lift out, same day
Mar 17, 2020 to Dec 7, 2017factForm ADV

Dated events

Occurred
Sep 18, 2017
First Form ADV filing
Vine Street Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ffae9144-2822-6560-e5a3-22d29e8023fc
First observed: Sep 18, 2017
Last observed: Apr 28, 2019 90 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VINE STREET WEALTH MANAGEMENT, LLC

CRD 170748

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ffae9144-2822-6560-e5a3-22d29e8023fc

Data as of Apr 28, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERNABEI, JOHN, CARLO

MANAGING MEMBER

yes

05/2017

Sep 18, 2017

Apr 28, 2019

Kovriga, Alexander

MANAGING MEMBER

yes

05/2017

Sep 18, 2017

Apr 28, 2019

Kovriga, Alexander

MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER

yes

10/2016

Sep 18, 2017

Apr 28, 2019

LAU, CAROLINA, YANN

MANAGING DIRECTOR/CHIEF OPERATING OFFICER

yes

10/2017

Nov 28, 2017

Apr 28, 2019

PERRY, ZACHARY, WILSON

MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER

yes

02/2014

Sep 18, 2017

Apr 28, 2019

PERRY, ZACHARY, WILSON

MANAGING MEMBER

yes

05/2017

Sep 18, 2017

Apr 28, 2019

BERNABEI, JOHN, CARLO

Partner

05/2014

Sep 18, 2017

Apr 28, 2019

VINE STREET HOLDINGS, LLC

Member

06/2017

Sep 18, 2017

Apr 28, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SEAPLANE PARTNERS, LLC

n/a

Former SEC adviser

$33.8M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 28, 2019

$135M

$128M

n/a

2017

Jun 8, 2018

$108M

$102M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$135M

$108M

25.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SEAPLANE PARTNERS, LLC

Mar 17, 2020

Dec 7, 2017

MILL VALLEY, CA

Team lift out

RIA to RIA

100.0%