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ALGORITHMIC INVESTMENT MODELS
Legal name: ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354File 801-117772
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$90.9M
Bottom 25% of cohort (national)
Discretionary AUM
$90.9M
Clients
12
270 accounts
Employees
8
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 2, 2020
- Principal office
- 125 NEWBURY ST, 4TH FLOOR, BOSTON, MA, 02116
- Phone
- 888-777-0535
- Website
- https://www.algomodels.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $90.9M
- Discretionary AUM
- $90.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 270
- Non-discretionary accounts
- 0
- Total accounts
- 270
- AUM per client
- $7.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.4M |
| Other investment advisers | Fewer than 5 | $3.5M |
| High net worth individuals | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 6 | $1.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — WRAP MANAGER AND SUB-ADVISOR
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 228 | 12 | decreased by216 |
| Jun 1, 2026 | Clients | 238 | 228 | decreased by10 |
| Jun 1, 2026 | AUM | $87,816,401 | $90,885,460 | increased by$3,069,059 |
| Jun 1, 2026 | Accounts | 281 | 270 | decreased by11 |
| Apr 1, 2026 | Employees | 10 | 8 | decreased by2 |
| Apr 1, 2026 | Clients | 257 | 238 | decreased by19 |
| Apr 1, 2026 | AUM | $156,927,853 | $87,816,401 | decreased by$69,111,452 |
| Apr 1, 2026 | Accounts | 289 | 281 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 345 | 257 | decreased by88 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $215,012,106 | $156,927,853 | decreased by$58,084,253 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 350 | 289 | decreased by61 |
| Apr 1, 2022 | Employees | 14 | 8 | decreased by6 |
| Apr 1, 2022 | Clients | 365 | 345 | decreased by20 |
| Apr 1, 2022 | AUM | $109,825,469 | $215,012,106 | increased by$105,186,637 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALGORITHMIC INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALGORITHMIC INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.