AdvisorCensus / Financial advisors / Vinva Investment Management
Vinva Investment Management
Filed as VINVA INVESTMENT MANAGEMENT · Legal name Vinva Investment Management Limited
Vinva Investment Management is an SEC-registered investment advisory firm in Sydney, Nsw, Australia, registered since 2025, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.
Quick answers
From the filingHow is Vinva Investment Management compensated?
On its Form ADV (Item 5.E, October 2026), Vinva Investment Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Vinva Investment Management located?
Vinva Investment Management's principal office is in Sydney, Nsw, Australia, according to its Form ADV.
Is Vinva Investment Management registered with the SEC or a state?
Vinva Investment Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334058.
How much does Vinva Investment Management manage?
Vinva Investment Management reports $42,897,628,473 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).
How have Vinva Investment Management's assets and staff changed since 2025?
In the Form ADV data for Vinva Investment Management: Regulatory assets under management: $17,641,218,441 in the October 2025 data and $42,897,628,473 in the October 2026 data, up 143%. Total employees: 28 in October 2025 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Vinva Investment Management serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (16); pooled investment vehicles (other than investment companies and business development companies) (6); state or municipal government entities (including government pension plans) (6).
Which custodians does Vinva Investment Management use?
Vinva Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNP Paribas, Citi Securities Services, JPMorgan Chase Bank, N.A., Northern Trust and State Street as custodians holding 10% or more of its separately managed account assets.
Does Vinva Investment Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334058
What changed in Vinva Investment Management's recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $17,641,218,441 to $42,897,628,473 (+143%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated July 28, 2025) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$42,897,628,473 as of October 2026, filing dated September 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Vinva Investment Management Limited
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 29. Performing investment advisory functions: 15.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $42,897,628,473 | 29 | September 14, 2026 |
| October 2025 | $17,641,218,441 | 28 | July 28, 2025 |
Regulatory assets under management: $17,641,218,441 in the October 2025 data and $42,897,628,473 in the October 2026 data, up 143%.
Total employees: 28 in October 2025 and 29 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $17,641,218,441 to $42,897,628,473 (+143%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Vinva Investment Management (CRD 334058): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vinva-investment-management-sydney-nsw-334058