VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $143.9M |
| Discretionary | $143.9M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $24.0M |
| Employees | 4 |
| Peak AUM | $143.9MMar 2026 |
| AUM CAGR | +47.1% /yrover 8 yrs · 18 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $144M | +26.2% | — | +38.0% | |
| Discretionary AUM | $144M | ||||
Key Metrics
| Total AUM | $143.9M |
| Discretionary | $143.9M |
| Employees | 4 |
| Client Accounts | 6 |
Contact & Location
Address
200 EAGLE ROAD
WAYNE PA 19087
Phone
267-923-0004
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$144M
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
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
Individuals
Pooled Vehicles
Pension Plans
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
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