DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
V•••• I••••••••• M•••••••••
Legal name V•••• I••••••••• M••••••••• L••••••
Latest filing Sep 14, 2026
First filing on the tape Feb 20, 2025 · 3 filings
SEC status approved since Mar 7, 2025
RAUM
$43B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
29
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$18B as of Jul 28, 2025
Feb 20, 2025$15B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 28, 2025
Feb 20, 20250 then
Employees (5.A)28 as of Jul 28, 2025
Feb 20, 202528 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 14, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.3BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 70%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$23B52%
- Pooled investment vehicles$7.8B18%
- State and municipal entities$7.5B17%
- Corporations and businesses$5.1B12%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 16reported
- Charitable clients
- n/areported
- Accounts
- 34reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.18 institutional_share=0.7 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••• N•••••••• R••••• · Directorcontrolsince 03/2010 · owns less than 5%
- C•••••••• R•••••• J••• · Chief Financial Officer & Directorcontrolsince 09/2010 · owns less than 5%
- S••••••••• T•••• · Chief Compliance Officer & Directorcontrolsince 03/2010 · owns less than 5%
Entity owners
- V•••• H••••••• L•••••• · Parent Entitydirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 20 to 34Jul 28, 2025 to Sep 14, 2026
- Advisory activities · 1 to 2Jul 28, 2025 to Sep 14, 2026
- Corporate clients · 14 to 6Jul 28, 2025 to Sep 14, 2026
- Pension plan clients · unset to 16.0Jul 28, 2025 to Sep 14, 2026
- Employees · 28 to 29Jul 28, 2025 to Sep 14, 2026
- Financial planning clients · to unsetJul 28, 2025 to Sep 14, 2026
- HQ state · to unsetJul 28, 2025 to Sep 14, 2026
- Discretionary RAUM · $18B to $43BJul 28, 2025 to Sep 14, 2026
- Pension RAUM · unset to 22503771252.0Jul 28, 2025 to Sep 14, 2026
- Pooled vehicle RAUM · $4.5B to $7.8BJul 28, 2025 to Sep 14, 2026
- RAUM · $18B to $43BJul 28, 2025 to Sep 14, 2026
- Related adviser · true to unsetJul 28, 2025 to Sep 14, 2026
- Related bank · false to unsetJul 28, 2025 to Sep 14, 2026
- Related broker-dealer · true to unsetJul 28, 2025 to Sep 14, 2026
- Related insurance company · false to unsetJul 28, 2025 to Sep 14, 2026
- Succession · false to unsetJul 28, 2025 to Sep 14, 2026
- Accounts · 18 to 20Feb 20, 2025 to Jul 28, 2025
- Corporate clients · 12 to 14Feb 20, 2025 to Jul 28, 2025
- Financial planning clients · unset to Feb 20, 2025 to Jul 28, 2025
- Discretionary RAUM · $15B to $18BFeb 20, 2025 to Jul 28, 2025
- Pooled vehicle RAUM · $3.7B to $4.5BFeb 20, 2025 to Jul 28, 2025
- RAUM · $15B to $18BFeb 20, 2025 to Jul 28, 2025
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- au.linkedin.com/company/vinva-investment-managementreportedpublic record, Form ADV, Sep 19, 2026
- Website
- v••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +612 8298 4700reportedpublic record, Form ADV, Sep 14, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026