Villanova Mutual Fund Capital Trust is a large advisory firm based in Conshohocken. It manages $12.91 billion of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001.
Villanova Mutual Fund Capital 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.
The assets under management (AUM) of Villanova Mutual Fund Capital Trust is $12.91 billion, 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 advisory firm has several streams of revenue. Clients pay Villanova Mutual Fund Capital Trust for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul James Hondros has been acting as President since 1 Mar 1999. William Howard Miller joined the executive team most recently as the Senior Vp/Senior Portfolio Manager.
The principal office where Villanova Mutual Fund 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.