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Algorithmic Investment Models, LLC

● SEC registered since 2020CRD 306354SEC# 801-117772Boston, MA
Export (members)
Reg. AUM
$90.9M
Employees
8
Accounts
270
Location
Boston, MA

Algorithmic Investment Models, LLC assets under management

Algorithmic Investment Models, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2020. It reports $90.9 million in regulatory assets under management and employs 8 people.

Algorithmic Investment Models, LLC owners & executives

15 reported
NameTitleOwnershipSince
Algorithmic Research and Trading, LLC ControlEquity OwnerOver 75%2021
Raulin Keith VillegasChief Compliance OfficerUnder 5%2021
Andrew Philip Rice ControlPartner2021
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Frequently asked questions

How much does Algorithmic Investment Models, LLC manage?

Algorithmic Investment Models, LLC reports $90.9 million in regulatory assets under management on its Form ADV.

How many employees does Algorithmic Investment Models, LLC have?

Algorithmic Investment Models, LLC reports 8 employees.

Where is Algorithmic Investment Models, LLC located?

Algorithmic Investment Models, LLC is based in Boston, MA and has been SEC-registered since 2020.

Does Algorithmic Investment Models, LLC disclose fund performance?

Algorithmic Investment Models, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 Newbury St, 4th Floor, Boston, MA 02116
Phone888-777-0535
Office hours8:30 a.m. To 5:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$90.9M▼ 42%
Feb '25 — $156.9MMar '25 — $156.9MApr '25 — $156.9MMay '25 — $156.9MJun '25 — $156.9MJul '25 — $156.9MAug '25 — $156.9MSep '25 — $156.9MOct '25 — $156.9MNov '25 — $156.9MDec '25 — $156.9MJan '26 — $156.9MFeb '26 — $156.9MMar '26 — $87.8MApr '26 — $87.8MMay '26 — $90.9MJun '26 — $90.9M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$90.9Mregulatory AUM
Discretionary $90.9M