Villanova Global Asset Management Trust (Conshohocken)

Villanova Global Asset Management Trust is a large advisory firm based in Conshohocken. It manages $62.11 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.

Villanova Global Asset Management Trust provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Villanova Global Asset Management Trust: assets under management

The assets under management (AUM) of Villanova Global Asset Management Trust is $62.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.35 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Villanova Global Asset Management Trust for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Villanova Global Asset Management Trust

Paul James Hondros has been acting as President since 1 May 2000. William Howard Miller joined the executive team most recently as the Senior Vp/Senior Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Nationwide Global Holdings	Corporate parent	1 May 2000	75% - 100%	31-1570938
Kevin Stephen Crossett	Vice president, associate general counsel	1 May 2000	Other	4320461
Paul James Hondros	Ceo/president	1 May 2000	Other	1069884
William Howard Miller	Senior vp/senior portfolio manager/cio	1 May 2000	Other	1050421
Thomas Michael Sipp	Vice president/chief financial officer	1 Jun 2000	Other	2407526
Gerald James Holland	Senior vice president-operations	1 Jul 2000	Other	1099918
James Robert Donatell	Executive vice president-sales & marketing	1 Sep 2000	Other	1053176
William Howard Miller	Senior vp/senior portfolio manager	1 Sep 2001	Other	1050421
Young Duchung Chin	Executive vp/chief investment officer u.s.	1 Sep 2001	Other	2882677

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Nationwide Corporation	Shareholder	1 May 2000	75% - 100%	31-4416546
Nationwide Mutual Insurance Company	Shareholder	1 May 2000	75% - 100%	31-4177100

Based in Conshohocken

The principal office where Villanova Global Asset Management Trust performs its advisory services is located at 1200 River Road, Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-530-1300 or by fax 484-530-1323. The normal business hours are 8:00am to 5:00pm on Monday - Friday.