Adviser Profile
| As of Date | 02/01/2025 |
| Registration status | Registration Changed to VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC |
| ADV Location | WAYNE, PA, United States |
| Contact Info | 267 xxxxxxx |
| Websites |
| AUM* | 124,230,442 |
| of that, discretionary | 124,230,442 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 17,747,206 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
124M
106M
89M
71M
53M
35M
18M
2024
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker06417N103 | Stock NameBANK OZK LITTLE ROCK ARK | $ Position$4,250,857 | % Position4.00% | $ Change0.00% | # Change-12.00% |
| Stck Ticker298736109 | Stock NameEURONET WORLDWIDE INC | $ Position$4,270,929 | % Position4.00% | $ Change30.00% | # Change18.00% |
| Stck Ticker62886E108 | Stock NameNCR VOYIX CORPORATION | $ Position$3,826,093 | % Position4.00% | $ Change51.00% | # Change17.00% |
| Stck Ticker45688C107 | Stock NameINGEVITY CORP | $ Position$2,661,687 | % Position3.00% | $ Change4.00% | # Change0.00% |
| Stck TickerG0692U109 | Stock NameAXIS CAP HLDGS LTD | $ Position$3,169,158 | % Position3.00% | $ Change-2.00% | # Change-8.00% |
| Stck Ticker194014502 | Stock NameENOVIS CORPORATION | $ Position$2,787,959 | % Position3.00% | $ Change23.00% | # Change35.00% |
| Stck Ticker25787G100 | Stock NameDONNELLEY FINL SOLUTIONS INC | $ Position$3,064,448 | % Position3.00% | $ Change35.00% | # Change51.00% |
| Stck Ticker108621103 | Stock NameBRIDGEWATER BANCSHARES INC | $ Position$2,730,718 | % Position3.00% | $ Change19.00% | # Change0.00% |
| Stck Ticker109696104 | Stock NameBRINKS CO | $ Position$2,763,360 | % Position3.00% | $ Change33.00% | # Change46.00% |
| Stck Ticker14575E105 | Stock NameCARS COM INC | $ Position$3,520,886 | % Position3.00% | $ Change42.00% | # Change5.00% |