Firm profile

ALGORITHMIC INVESTMENT MODELS

BOSTON, MACRD 306354Latest ADV March 31, 2026

Algorithmic Investment Models is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $88M in regulatory assets under management, 8 employees, 2 offices, and 281 accounts.

Assets Under Management
$88M
Employees
8
Offices
2 offices
Total Clients
238
Primary office
BOSTON, MA
125 NEWBURY ST, 4TH FLOOR, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORaulin K. Villegas

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentWRAP PROGRAMS AND INTERNAL FUNDS represent 95.0% of total clients.
Top client categories% of clientsClients
1
WRAP PROGRAMS AND INTERNAL FUNDS
95.0%
226
2
Individuals
2.5%
6
3
Other Advisers
1.3%
3
4
HNWI
0.8%
2
5
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$88Mas of March 31, 2026
Discretionary100.0%
$88M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$88M
Total Accounts281
10Y AUM Change$-312M (-78.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee30:1
10Y Employee Change-16 (-66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.