← Directory
VINVA INVESTMENT MANAGEMENT
Legal name: VINVA INVESTMENT MANAGEMENT LIMITED
CRD 334058File 801-132120
APPROVED
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$42.90B
Top 10% of cohort (national)
Discretionary AUM
$42.90B
Clients
34
34 accounts
Employees
29
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 7, 2025
- Principal office
- 259 GEORGE STREET, LEVEL 27,, SYDNEY, NSW, 2000
- Phone
- +612 8298 4700
- Website
- http://www.vinva.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.90B
- Discretionary AUM
- $42.90B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- $1.26B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $5.13B |
| Pooled investment vehicles | 6 | $7.79B |
| Pension and profit sharing plans | 16 | $22.50B |
| State or municipal government entities | 6 | $7.47B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Clients | 18 | 20 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $14,669,742,181 | $17,641,218,441 | increased by$2,971,476,260 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 18 | 20 | increased by2 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VINVA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VINVA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.