SourcingSourcing

VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC

C34
CRD 287809·SEC 801-132074·WAYNE, PA
AUM
$143.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$432K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
CRD
287809
SEC file #
801-132074
EIN
264010368
DBA names
—

Economics

AUM
$143.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$21.9M → $143.9M▲ +555%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
WAYNE PA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
villanovainvestco.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERLANSKY/TRUMPBOUR
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
BERLANSKY/TRUMPBOUR
HONDROS, PAUL, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VILLANOVAINVESTCO.COM
Rdap Domain Creation Date
2016-07-07T15:22:11Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001482390
Edgar Registered
Yes
Edgar Filing Count
45
Edgar First Filing Date
2010-02-12
Edgar Last Filing Date
2020-08-14
Edgar 13f Count
45
Edgar 13f Latest AUM Estimate
Filing Date2020-08-14
Accession0000950123-20-008710

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
State Street4
E*trade4
Bny Mellon2
Axos Advisor Services2
Edgar Addresses
Mailing
158 W. GAY STREET, SUITE 300WEST CHESTER, PA 19380
Business
158 W. GAY STREET, SUITE 300WEST CHESTER, PA 19380
Edgar EIN
264010368
Edgar Recent Filings
13F-HR2020-08-14 · 0000950123-20-008710
13F-HR2020-05-14 · 0000950123-20-004739
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-07-07T15:22:11Z
Rdap Domain Last Changed
2025-07-09T12:54:40Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
HONDROS, PAUL, JAMES
Direct Owner · 17.5%
1069884
TRUMPBOUR, EDWARD, ANTHONY
IAR · Executive Officer · 2.5%
1432494
BERLANSKY, RASTISLAV
IAR · Executive Officer · 2.5%
5741692
OHARA, DONALD, IRVING
IAR · Executive Officer · 2.5%
2710243
DANIEL RICHARD MCFADDEN
Executive Officer · 2.5%
5645240