Clients
Vinva Investment Management Limited serves 34 clients, 16 of them pension and profit-sharing plans. The average client has about $1.26 billion with the firm.
- Pooled investment vehicles6 clients18%
- Pension and profit-sharing plans16 clients52%
- State or municipal government entities6 clients17%
- Corporations and other businesses6 clients12%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $7,793,000,790 | 18.2% | $1.30B |
| Pension and profit-sharing plans | 16 | $22,503,771,252 | 52.5% | $1.41B |
| State or municipal government entities | 6 | $7,473,484,535 | 17.4% | $1.25B |
| Corporations and other businesses | 6 | $5,127,371,896 | 12.0% | $854.6M |
| Total | 34 | $42,897,628,473 | 100% | $1.26B |
- Clients
- 6
- Regulatory AUM
- $7,793,000,790
- Share
- 18.2%
- Avg. per client
- $1.30B
- Clients
- 16
- Regulatory AUM
- $22,503,771,252
- Share
- 52.5%
- Avg. per client
- $1.41B
- Clients
- 6
- Regulatory AUM
- $7,473,484,535
- Share
- 17.4%
- Avg. per client
- $1.25B
- Clients
- 6
- Regulatory AUM
- $5,127,371,896
- Share
- 12.0%
- Avg. per client
- $854.6M
Total
- Clients
- 34
- Regulatory AUM
- $42,897,628,473
- Share
- 100%
- Avg. per client
- $1.26B
What it does
Vinva Investment Management Limited provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Vinva Investment Management Limited advises no private funds.
100.0% of assets ($42.90B across 34 accounts) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks98%
- Cash1%
- Other1%
- Derivatives1%
Custodians
Vinva Investment Management Limited’s client accounts are held mainly at State Street Global Advisors, Australia, Limited, with 31% of managed assets, and Northern Trust Asset Management Australia Pty, with 20%. Vinva Investment Management Limited does not have custody of client assets.
- State Street Global Advisors, Australia, LimitedState Street Global Advisors, Australia, Limited · Sydney · $13.29B31%
- Northern Trust Asset Management Australia PtyNorthern Trust Asset Management Australia Pty LTD · Sydney · $8.62B20%
- BNP Paribas Fund Services Australasia PtyBNP Paribas Fund Services Australasia Pty LTD · Sydney · $1.32B3%
- Citi Securities ServicesCiti Securities Services · Sydney · $6.56B15%
- J.P. MorganJpmorgan Chase Bank, National Association · Sydney · $5.32B12%
- All other custodians$7.79B18%
Ownership and leadership
Vinva Holdings Limited owns 75% or more of Vinva Investment Management Limited.
- Owns 75% or more of Vinva Investment Management Limited
Vinva Holdings Limited
Control person · since March 2010
- Owns 25% to 50% of Vinva Holdings Limited
Magellan Financial Group Limited
since August 2024
- Owns 25% to 50% of Vinva Holdings Limited
Morry Waked
Control person · since April 2010
Leadership
- Tanya SideratosChief Compliance Officer & Director
- Nicholas BurtDirector
- Robert CochraneDirector
- Morry WakedManaging Director
Staff
- 29 employees
- 15 in advisory functions
- 1 soliciting firm
Fees
Vinva Investment Management Limited is paid through a percentage of assets under management and performance-based fees.
Vinva Investment Management Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Vinva Investment Management Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Vinva Investment Management Limited
- Headquarters
- 259 George Street, Level 27,, Sydney, NSW, Australia 2000
- Phone
- 61282984700
- Website
- www.vinva.com
- SEC file
- 801-132120
- Structure
- corporation organized in Australia
- Fiscal year end
- June
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Vinva Investment Management Limited have?
Vinva Investment Management Limited has 34 clients and manages $42.9 billion for them, as of September 2026. They include 16 pension and profit-sharing plans, 6 pooled investment vehicles and 6 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Vinva Investment Management Limited offer?
Vinva Investment Management Limited provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Vinva Investment Management Limited use?
Vinva Investment Management Limited’s separately managed account assets are held at State Street Global Advisors, Australia, Limited (Sydney), with $13,286,623,134, Northern Trust Asset Management Australia Pty LTD (Sydney), with $8,617,225,321, Citi Securities Services (Sydney), with $6,557,103,394, Jpmorgan Chase Bank, National Association (Sydney), with $5,320,406,201 and BNP Paribas Fund Services Australasia Pty LTD (Sydney), with $1,323,269,633. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Vinva Investment Management Limited have?
Vinva Investment Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 29 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vinva Investment Management Limited invest in?
At the end of its last fiscal year, Vinva Investment Management Limited’s separately managed accounts held 98% exchange-traded equities, 1% derivatives and 1% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vinva Investment Management Limited?
Vinva Investment Management Limited is owned through a holding company by Magellan Financial Group Limited and Morry Waked. Its direct owner is Vinva Holdings Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Vinva Investment Management Limited get paid?
Vinva Investment Management Limited is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file