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, J.P. MORGAN SECURITIES INC., BNP PARIBAS SECURITIES CORP.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans52.46%
- Pooled Investment Vehicles18.17%
- State / Municipal Government17.42%
- Corporations / Businesses11.95%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vinva Investment Management is an institutional registered investment adviser organized as a corporation and registered with the SEC in 2025. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee arrangements combine a percentage of assets under management with performance‑based fees, and it identifies as an active ESG investor. Ownership is described as a mix of foreign entity and individual interests. Vinva lists affiliations that include broker‑dealer relationships and other registered adviser activity.
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%
- Derivatives1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Robert Cochrane
Chief Financial OfficerCRD 8020335
Contacts
3 of 3Tanya Sideratos
Director of OperationsCRD 8020324
Morry Waked
Managing DirectorCRD 8020334
Nicholas Burt
Executive DirectorCRD 8020336
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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