ALGORITHMIC INVESTMENT MODELS, LLC
DBA: ALGORITHMIC INVESTMENT MODELS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $90.9M |
| Discretionary | $90.9M100% of AUM |
| Client Accounts | 270 |
| Avg Account Size | $337K |
| Employees | 8 |
| Peak AUM | $399.5MNov 2019 |
| AUM CAGR | -20.4% /yrover 6 yrs · 23 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $91M | 42.1% | 18.7% | 3.7% | |
| Discretionary AUM | $91M | ||||
Key Metrics
| Total AUM | $90.9M |
| Discretionary | $90.9M |
| Employees | 8 |
| Client Accounts | 270 |
Contact & Location
Address
125 NEWBURY ST
BOSTON MA 02116
Phone
888-777-0535
Filing History
23 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$91M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Government
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported