Algorithmic Investment Models, LLC
● SEC registered since 2020CRD 306354SEC# 801-117772Boston, MA
Reg. AUM
$90.9M
Employees
8
Accounts
270
Location
Boston, MA
About Algorithmic Investment Models
Algorithmic Investment Models combines human insight and AI to build adaptive investment strategies that evolve with new data and market conditions. The firm emphasizes dynamic models and portfolio management aimed at uncovering opportunities others may miss.
Summary based on the firm’s website.
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Algorithmic Research and Trading, LLC Control | Equity Owner | Over 75% | 2021 |
| Raulin Keith Villegas | Chief Compliance Officer | Under 5% | 2021 |
| Andrew Philip Rice Control | Partner | — | 2021 |
| Brandon M Anderson | Partner | — | 2021 |
| Brendan Dennis Ryan Control | Partner | — | 2021 |
| Courtney Arlene Doyle | Partner | — | 2021 |
| Daniel Joseph Dixon | Partner | — | 2021 |
| David Driscoll | Partner | — | 2021 |
| Denis John Rezendes Control | Partner | — | 2021 |
| Gordon Eric Bennett | Partner | — | 2021 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 125 Newbury St, 4th Floor, Boston, MA 02116 |
| Phone | 888-777-0535 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$90.9M▼ 42%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,369 advisers
EmployeesTop 47%
More than 53% of 16,804 advisers
Assets under management
$90.9Mregulatory AUM
Discretionary $90.9M