{
  "crd_number": 306354,
  "slug": "algorithmic-investment-models-boston-ma-306354",
  "primary_business_name": "ALGORITHMIC INVESTMENT MODELS",
  "legal_name": "ALGORITHMIC INVESTMENT MODELS, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-01-02",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-07-29",
  "carried_forward": false,
  "raum_total": 90885460.0,
  "raum_discretionary": 90885460.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 8,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 82057954.0,
      "count": 216,
      "description": "WRAP PROGRAMS AND INTERNAL FUNDS"
    },
    "individuals": {
      "raum": 1779327.0,
      "count": 6
    },
    "other_investment_advisers": {
      "raum": 3502725.0,
      "count": 3,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 2146554.0,
      "count": 2,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 1398900.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://algomodels.com",
    "https://blog.algomodels.com/our-thinking.com",
    "https://linkedin.com/company/algorithmic-investment-models-aim"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306354",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/algorithmic-investment-models-boston-ma-306354",
  "display_name": "Algorithmic Investment Models",
  "summary": "Algorithmic Investment Models is an SEC-registered investment advisory firm in Boston, MA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.",
  "citation": "AdvisorCensus. Algorithmic Investment Models (CRD 306354): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Algorithmic Investment Models compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Algorithmic Investment Models reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is Algorithmic Investment Models located?",
      "a": "Algorithmic Investment Models' principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Algorithmic Investment Models registered with the SEC or a state?",
      "a": "Algorithmic Investment Models is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306354."
    },
    {
      "q": "How much does Algorithmic Investment Models manage?",
      "a": "Algorithmic Investment Models reports $90,885,460 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Algorithmic Investment Models' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Algorithmic Investment Models: Regulatory assets under management: $109,825,469 in the October 2021 data and $90,885,460 in the October 2026 data, down 17%. Total employees: 14 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Algorithmic Investment Models serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (216); individuals (other than high net worth individuals) (6); other investment advisers (3)."
    },
    {
      "q": "Which custodians does Algorithmic Investment Models use?",
      "a": "Algorithmic Investment Models' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC and Wells Fargo as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Algorithmic Investment Models report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306354"
    },
    {
      "q": "What changed in Algorithmic Investment Models' recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in VI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 109825469.0,
      "total_employees": 14,
      "filing_date": "2021-08-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 215012106.0,
      "total_employees": 8,
      "filing_date": "2022-08-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 166527499.0,
      "total_employees": 9,
      "filing_date": "2023-06-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 152731630.0,
      "total_employees": 10,
      "filing_date": "2024-06-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 156927853.0,
      "total_employees": 10,
      "filing_date": "2025-02-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 90885460.0,
      "total_employees": 8,
      "filing_date": "2026-07-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in VI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $156,927,853 to $87,816,401 (-44%).",
        "Employees performing advisory functions went from 10 to 8."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Wells Fargo",
      "name_as_filed": "WELLS FARGO",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/algorithmic-investment-models-boston-ma-306354.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1779327.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2146554.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 3,
      "fewer_than_5": true,
      "raum": 3502725.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1398900.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 216,
      "fewer_than_5": false,
      "raum": 82057954.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306354",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}