Villanova Sa Capital Trust (Conshohocken)

Villanova Sa Capital Trust is a large advisory firm based in Conshohocken. It manages $374.4 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Villanova Sa Capital Trust provides portfolio management for investment companies and portfolio management for pooled investment vehicles. 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 Sa Capital Trust: assets under management

The assets under management (AUM) of Villanova Sa Capital Trust is $374.4 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 $374.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $74.88 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Villanova Sa Capital 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 Sa Capital Trust

Paul James Hondros has been acting as President since 1 Mar 1999. William Howard Miller joined the executive team most recently as the Svp/Senior Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Villanova Capital	Corporate parent	1 Feb 1999	75% - 100%	31-1636299
Wilmington Trust	Sole trustee	1 Feb 1999	Other	00-0000000
Paul James Hondros	Ceo/president	1 Mar 1999	Other	1069884
Kevin Stephen Crossett	Vice president/associate general counsel	1 May 2000	Other	4376551
William Howard Miller	Svp/senior portfolio manager/cio	1 May 2000	Other	1050421
Thomas Michael Sipp	Vice president/cfo	1 Jun 2000	Other	2407526
Gerald James Holland	Senior vice president-operations	1 Jul 2000	Other	1099918
James Robert Donatell	Exec. vice president-sales & marketing	1 Sep 2000	Other	1053176
William Howard Miller	Svp/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 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Nationwide Financial Services	Shareholder	1 Feb 2000	75% - 100%	31-1486870
Nationwide Corporation	Shareholder	1 Feb 2000	75% - 100%	31-1570938
Nationwide Mutual Insurance Company	Shareholder	1 Feb 2000	75% - 100%	31-4177100

Based in Conshohocken

The principal office where Villanova Sa Capital Trust performs its advisory services is located at 1200 River Road, Conshohocken, PA 19428, which is also the mailing address of the firm. The firm also has 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.