Villanova Investment Management Company, LLC

RIASEC Registered

Total AUM

$144M

Discretionary

$144M

100% of AUM

Avg account

$24M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Villanova Investment Management Company, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm focuses on portfolio management for institutional clients and also provides portfolio management services for individuals/small businesses and pooled investment vehicles. Its fee model is a percentage of assets under management. Villanova does not position itself as a capital allocator and is not an active ESG investor. Filings identify the firm as having roles beyond advisory work—acting as a broker-dealer sponsor, general partner and managing member for pooled investment vehicles.