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VILLANOVA INVESTMENT MANAGEMENT

Business and Investment Profile

The VILLANOVA INVESTMENT MANAGEMENT is a privately held investment adviser that advises $143.87mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. VILLANOVA INVESTMENT MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 555.46% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 8.65 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 200 EAGLE ROAD SUITE 230, WAYNE, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $143.87mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $8.62mn or 5.99% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

VILLANOVA INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: VILLANOVA INVESTMENT MANAGEMENT

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Keywords: Villanova Investment Management, Villanova
Generated 2026-09-12T06:52:54.1042128.  © 2026 Convergence.