ALGORITHMIC INVESTMENT MODELS, LLC

CRD

306354

SEC file #

801-117772

EIN

842668847

DBA names

Algorithmic Investment Models

Economics

AUM

$87.8M

AUM band

$25M-$100M

AUM trajectory

'21 · $97.3M

'22 · $109.8M

'23 · $215.0M

'25 · $156.9M

'26 · $87.8M

'21'26

$97.3M → $87.8M▼ -10%

sec adv history

Client mix

Other	226
Individuals Other	6
Other Investment Advisers	3
Individuals High Net Worth	2
Corporations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'21 · 8 advisors

'22 · 8 advisors

'23 · 6 advisors

'25 · 10 advisors

'26 · 8 advisors

'21'26

8 advisors → 8 advisors▬ 0%

sec adv history

Primary office

BOSTON MA

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services

Fee basis

% of AUMOther Compensation

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

algomodels.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ALGORITHMIC RESEARCH AND TRADING,

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

ALGORITHMIC RESEARCH AND TRADING,

VILLEGAS, RAULIN, KEITH

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ALGOMODELS.COM

Rdap Domain Creation Date

2012-01-17T19:24:38Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001806628

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-02-09

Edgar Last Filing Date

2026-05-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-14

Accession0001172661-26-001908

Edgar Former Names

Beaumont Capital Management, LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Lpl Financial	10
E*trade	4
Fidelity	3
Wells Fargo	3

adv brochure

Edgar Addresses

Mailing

125 NEWBURY STREET4TH FLOORBOSTON, MA 02116

Business

125 NEWBURY STREET4TH FLOORBOSTON, MA 02116

Edgar EIN

842668847

Edgar Recent Filings

13F-HR2026-05-14 · 0001172661-26-001908

13F-HR2026-02-10 · 0001172661-26-000565

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2028-01-17T19:24:38Z

Rdap Domain Last Changed

2025-01-18T12:18:31Z

Rdap Nameservers

Ns15.domaincontrol.comNs16.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate