# Villanova Investment Management Company, LLC

> Villanova Investment Management Company, LLC is an SEC-registered investment advisory firm in Wayne, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 287809
- Filed as: VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287809
- AdvisorCensus page: https://advisorcensus.com/firm/villanova-investment-management-company-llc-wayne-pa-287809

## Quick answers

**How is Villanova Investment Management Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Villanova Investment Management Company, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Villanova Investment Management Company, LLC located?**
Villanova Investment Management Company, LLC's principal office is in Wayne, PA, according to its Form ADV.

**Is Villanova Investment Management Company, LLC registered with the SEC or a state?**
Villanova Investment Management Company, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 287809.

**How much does Villanova Investment Management Company, LLC manage?**
Villanova Investment Management Company, LLC reports $143,872,405 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Villanova Investment Management Company, LLC's assets and staff changed since 2025?**
In the Form ADV data for Villanova Investment Management Company, LLC: Regulatory assets under management: $113,982,371 in the October 2025 data and $143,872,405 in the October 2026 data, up 26%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Villanova Investment Management Company, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Villanova Investment Management Company, LLC use?**
Villanova Investment Management Company, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Amalgamated Bank, BNY Mellon, Principal and State Street Bank as custodians holding 10% or more of its separately managed account assets.

**Does Villanova Investment Management Company, LLC report any disciplinary disclosures?**
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/287809

**What changed in Villanova Investment Management Company, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $113,982,371 to $143,872,405 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Amalgamated Bank
- BNY Mellon
- Principal
- State Street Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $143,872,405
- Discretionary: $143,872,405
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $8,620,441 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $20,713,223 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $114,538,741 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [villanovainvestco.com](https://villanovainvestco.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $113,982,371 | 4 | March 21, 2025 |
| October 2026 | $143,872,405 | 4 | March 18, 2026 |

Regulatory assets under management: $113,982,371 in the October 2025 data and $143,872,405 in the October 2026 data, up 26%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $113,982,371 to $143,872,405 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Villanova Investment Management Company, LLC (CRD 287809): Form ADV filing data as of October 2026.