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
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. The firm is registered with the SEC (registration year listed as 2025) and bills clients on a percentage-of-assets-under-management basis. Its client focus is institutional, and the firm provides portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Villanova is not designated as a capital allocator; it is not marked as an active ESG investor, multi‑state adviser, pension consultant, or a related adviser. Regulatory filings also list industry roles that include broker–dealer and sponsor, and the firm operates as a general partner/managing member of pooled investment vehicles.