Data / Investment advisers / Pennsylvania / Villanova Investment Management Company, LLC
Villanova Investment Management Company, LLC, Wayne, PA: $144 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Villanova Investment Management Company, LLC is an SEC registered investment adviser with its main office in Wayne, Pennsylvania and reports $144 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include state and municipal governments, pension and profit sharing plans and pooled investment vehicles. It is paid through a percentage of assets under management. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 287809
- SEC file number
- 801-132074
- SEC status
- Approved, effective February 10, 2025
- Main office
- 200 Eagle Road Suite 230, Wayne, PA 19087
- Phone
- (267) 923-0004
- Website
- villanovainvestco.com
- Regulatory AUM
- $143,872,405 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $143,872,405
- Accounts
- 6
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $8,620,441
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | Fewer than 5 | $114.5 million |
| Pension and profit sharing plans | Fewer than 5 | $20.7 million |
| Pooled investment vehicles | 1 | $8.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $143.9 million | March 18, 2026 |
| December 1, 2025 | $114 million | March 21, 2025 |
Other advisers in Wayne
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alden Investment Group | Wayne | $385.7 million | Not listed | adviserinfo.sec.gov |
| Entrust Financial LLC | Wayne | $350.9 million | Not listed | adviserinfo.sec.gov |
| Addis & Hill, Incorporated | Wayne | $254 million | Not listed | adviserinfo.sec.gov |
| Argosy-Lionbridge Management, LLC | Wayne | $189.1 million | 3 | adviserinfo.sec.gov |
| Act Capital Management, LLC | Wayne | $163.9 million | 5 | adviserinfo.sec.gov |
| Dewitt Capital Management | Wayne | $123.2 million | Not listed | adviserinfo.sec.gov |
| Larsen Maccoll Partners | Wayne | Not listed | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wayne, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving state and municipal governments
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Villanova Investment Management Company, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.