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
Discretionary
Non-discretionary

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$3,750,612 % Position4.00% $ Change-12.00% # Change0.00%
Stck Ticker298736109 Stock NameEURONET WORLDWIDE INC $ Position$3,768,679 % Position4.00% $ Change-12.00% # Change3.00%
Stck TickerG0692U109 Stock NameAXIS CAP HLDGS LTD $ Position$2,551,595 % Position3.00% $ Change-19.00% # Change-8.00%
Stck Ticker194014502 Stock NameENOVIS CORPORATION $ Position$2,711,706 % Position3.00% $ Change-3.00% # Change10.00%
Stck Ticker25787G100 Stock NameDONNELLEY FINL SOLUTIONS INC $ Position$3,447,230 % Position3.00% $ Change12.00% # Change0.00%
Stck Ticker00402L107 Stock NameACADEMY SPORTS & OUTDOORS IN $ Position$2,718,720 % Position3.00% $ Change18.00% # Change15.00%
Stck Ticker109696104 Stock NameBRINKS CO $ Position$2,953,453 % Position3.00% $ Change7.00% # Change0.00%
Stck Ticker14575E105 Stock NameCARS COM INC $ Position$3,305,256 % Position3.00% $ Change-6.00% # Change0.00%
Stck Ticker207410101 Stock NameCONMED CORP $ Position$3,044,292 % Position3.00% $ Change32.00% # Change-7.00%
Stck Ticker62886E108 Stock NameNCR VOYIX CORPORATION $ Position$3,411,108 % Position3.00% $ Change-11.00% # Change6.00%