Vinva Investment Management

RIASEC RegisteredEst. 2025
Total AUM
$17.6B
Discretionary
$17.6B
100% of AUM
Avg account
$882M
Accounts
20
Employees
28
Advisory reps
4

Firm details

Headquarters
Sydney, New South Wales,
CRD number
334058
Registered since
March 7, 2025
Custodians
STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CITI SECURITIES SERVICES, BNP PARIBAS SECURITIES CORP.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses74.6%
  • Pooled Investment Vehicles25.4%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vinva Investment Management is a corporate advisory firm that bills itself to institutional clients and is SEC-registered as of 2025. The firm provides portfolio management for pooled investment vehicles and charges a mix of percentage-of-AUM and performance-based fees. Ownership is listed as a combination of a foreign entity and an individual, and the firm maintains industry affiliations that include broker-dealer relationships and other investment adviser roles. Vinva identifies as an active ESG investor, suggesting ESG factors are integrated into its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Robert Cochrane

    Chief Financial OfficerCRD 8020335

Contacts

3 of 3
  • Tanya Sideratos

    Director of OperationsCRD 8020324

  • Nicholas Burt

    Executive DirectorCRD 8020336

  • Morry Waked

    Managing DirectorCRD 8020334

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sydney, New South Wales, null

Location

Sydney, New South Wales, null

Headquartered in Sydney, New South Wales, null.

Address
259 George St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth