VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC

RIASEC RegisteredEst. 2025

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
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 a limited liability company that provides portfolio management to institutions, pooled vehicles, businesses and high-net-worth individuals and small businesses. The adviser charges fees as a percentage of assets under management and is not classified as a capital allocator. It identifies its client base as institutional, does not self-identify as an active ESG investor, and is not registered as a multi-state adviser. Filings show it also serves as a broker-dealer and sponsor, and acts in sponsor/GP/managing-member roles for pooled investment vehicles. SEC registration is recorded as 2025 and ownership is listed as a mix of a domestic entity and an individual.