Adviser Profile
| As of Date | 05/07/2020 |
| Registration status | Registration Changed to VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC |
| ADV Location | BERWYN, PA, United States |
| AUM* | 21,949,838 |
| of that, discretionary | 21,949,838 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,389,968 |
| % High Net Worth | 75.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
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
22M
19M
16M
13M
9M
6M
3M
2017
2018
2019
2020