Villanova Investment Management Company, LLC
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 287809
- Registered since
- February 10, 2025
- Website
- www.villanovainvestco.com
- Custodians
- THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, AMALGAMATED BANK, PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government79.61%
- Pension & Profit Sharing Plans14.4%
- Pooled Investment Vehicles5.99%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Villanova Investment Management Company, LLC is a limited liability company that registered with the SEC in 2025 and positions itself as an institutional-focused adviser with fee arrangements based on a percentage of assets under management. The firm’s advisory mandate spans portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or business clients. It identifies as neither an active ESG investor nor a multi-state adviser. Ownership is listed as a mix of domestic entity and individual, and the firm has affiliations that place it in the sponsor/GP role and as a managing member of pooled investment vehicles; it is also tied to broker-dealer 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%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Donald Ohara
Chief Executive OfficerCRD 2710243
Contacts
3 of 4
Daniel Mcfadden
Head of Business DevelopmentCRD 5645240
Rastislav Berlansky
Managing DirectorCRD 5741692
Paul Hondros
OwnerCRD 1069884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$2M in ETFs
100%
$2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 VALUE ETF (IWN) | BlackRock | Passive | Small Value | $2M | 10,338 | 100.00% |
Location
Wayne, PA
Delaware
Location
Wayne, PA
Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 200 Eagle Rd
- Time zone
- ET (UTC-5)
- Office locations
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