Vinva Investment Management
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
FINTRXOverview
Vinva Investment Management is an institutional registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm is organized as a corporation with a foreign-entity ownership element and also lists individual ownership. Vinva registered with the SEC in 2025 and reports both percentage-of-AUM and performance-based fee arrangements. It identifies as an active ESG investor and maintains industry ties that include broker-dealer relationships and other advisory affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Robert Cochrane
Chief Financial OfficerCRD 8020335
Contacts
3 of 3Tanya Sideratos
Director of OperationsCRD 8020324
Nicholas Burt
Executive DirectorCRD 8020336
Morry Waked
Managing DirectorCRD 8020334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$84M in ETFs
0%
$0
87%
$84M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF (AVDS) | Avantis | Active | Foreign Small/Mid Blend | $73.2M | 974,709 | 87.13% |
Location
Sydney, New South Wales, null
Location
Sydney, New South Wales, null
Headquartered in Sydney, New South Wales, null.
- Address
- 259 George St
- Office locations
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