ALGORITHMIC INVESTMENT MODELS

Legal name: ALGORITHMIC INVESTMENT MODELS, LLC

CRD 306354File 801-117772

APPROVED

Retail clients

Filing as of Jul 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$90.9M

Bottom 25% of cohort (national)

Discretionary AUM

$90.9M

Clients

270 accounts

Employees

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.linkedin.com/company/algorithmic-investment-models-aim

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	228	12
Aug 12, 2026	Registration	—	APPROVED

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.