|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Villanova Investment Management Company LLC
✚
|
|
|---|---|
| CRD # | 287809 |
| SEC # | 801-132074 |
| CIK # | 0001872130 |
| AUM | $114.0 M (2025-03-21) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 267-923-0004 |
| Address | 200 Eagle Road Wayne, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001872130 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Air Lease Corp | 5.6 | ||
| AXIS Capital Holdings Ltd | 4.6 | ||
| Euronet Worldwide Inc | 3.2 | ||
| NCR Atleos LLC | 3.2 | ||
| Carscom Inc | 3.2 | ||
| NCR Corp | 2.9 | ||
| Bridgewater Bancshares Inc | 2.4 | ||
| Home Bancshares Inc | 2.4 | ||
| Phibro Animal Health Corp | 2.3 | ||
| Ingevity Corp | 2.3 | ||
| World Fuel Services Corp | 2.2 | ||
| Pinnacle Financial Partners Inc | 2.1 | ||
| Legacy Housing Corp | 2.1 | ||
| Thunder Bridge Acquisition Ltd | 2.0 | ||
| Virtus Investment Partners Inc | 1.9 | ||
| Select Energy Services Inc | 1.9 | ||
| Allison Transmission Holdings Inc | 1.8 | ||
| Owens Illinois Inc /DE/ | 1.8 | ||
| Zoominfo Technologies Inc | 1.8 | ||
| TripAdvisor Inc | 1.8 | ||
| Titan International Inc | 1.7 | ||
| Fintech Acquisition Corp II | 1.7 | ||
| Supernus Pharmaceuticals Inc | 1.6 | ||
| Phinia Inc | 1.6 | ||
| MGP Ingredients Inc | 1.6 | ||
| Green Dot Corp | 1.6 | ||
| Koppers Holdings Inc | 1.6 | ||
| Shutterstock Inc | 1.5 | ||
| Brinks Co | 1.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Vimco Founders Fund LP | [2017-11-09] | 0.3 | 9.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 9.2 |
| (g) Pension and profit sharing plans | 0 | 26.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 77.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 114.0 |
| By Discretionary | ||
| Discretionary | 7 | 114.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 114.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.0 | |
| Total | 7 | 114.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Donald OHara | 6 | ||
| Edward Trumpbour | 1 | ||
| Villanova Investment Management Company LLC | 1 | ||
| Daniel McFadden | 1 | ||
| Rastislav Berlansky | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001872130] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meridian Asset Management LLC
✚
|
0.1 | |
|
Arborfi Advisors LLC
✚
|
MI | 0.1 |
|
Saddock Wealth LLC
✚
|
TX | 0.1 |
|
Stawnychy Financial Services Inc
✚
|
NJ | 0.1 |
|
Capital Wealth Advisors Ltd
✚
|
WI | 0.1 |
|
SILA Financial LLC
✚
|
0.1 | |
|
Premier Private Wealth Management LLC
✚
|
FL | 0.1 |
|
Sage Wealth Planning LLC
✚
|
TX | 0.1 |
|
JMH Wealth Management LLC
✚
|
NH | 0.1 |
|
Shepherd Wealth Management Limited Liability Company
✚
|
OH | 0.1 |