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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

AIM

ALGORITHMIC INVESTMENT MODELS, LLC, CRD 311646

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fdeaad67-6090-7911-2c0d-1b87178ae9a1

Data as of Apr 4, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Feb 17, 2021 to Apr 4, 2022
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2022-04-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-120564
CRD: 311646
Filings on the tape: 10
First filed: Feb 17, 2021
Latest filed: Apr 4, 2022
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALGORITHMIC RESEARCH AND TRADING, LLC	EQUITY OWNER	E	yes	12/2021	Mar 7, 2022	Apr 4, 2022
RICE, ANDREW, PHILIP	Partner	C	yes	12/2021	Feb 17, 2021	Apr 4, 2022
RICE, ANDREW, PHILIP	CHIEF COMPLIANCE OFFICER	Na	yes	12/2021	Feb 17, 2021	Apr 4, 2022
RICE, TODD, MATTHEW	Partner	E	yes	12/2021	Feb 17, 2021	Apr 4, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BEAUMONT CAPITAL MANAGEMENT, LLC	n/a	Other adviser	$90.9M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 31, 2022	$0	$0	3	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$0	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALGORITHMIC INVESTMENT MODELS	2	Feb 12, 2025	Sep 27, 2022	BOSTON, MA	Team lift out	Other	100.0%

Relationships

Affiliated with (2)

← ALGORITHMIC INVESTMENT MODELSRegistered adviserother investment adviser, control, common control
factForm ADV
→ ALGORITHMIC INVESTMENT MODELSRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← RICE, TODD, MATTHEWOwnerPARTNER, ownership code E, individual
Feb 17, 2021 to presentfactForm ADV
← RICE, ANDREW, PHILIPOwnerPARTNER, ownership code C, individual
Feb 17, 2021 to presentfactForm ADV
← ALGORITHMIC RESEARCH AND TRADING, LLCOwnerEQUITY OWNER, ownership code E, domestic entity
Mar 7, 2022 to presentfactForm ADV

Registered with (2)

← TODD MATTHEW RICEAdvisorregistration: previous registration
Jun 25, 2021 to Feb 12, 2025factForm ADV
← ANDREW PHILIP RICEAdvisorregistration: previous registration
Jul 7, 2021 to Feb 12, 2025factForm ADV

Moved with (1)

→ ALGORITHMIC INVESTMENT MODELSRegistered adviser2 advisors, team lift out, same day
Feb 12, 2025 to Sep 27, 2022factForm ADV

Dated events

Occurred
Feb 12, 2025
Team lift-out
2 advisors left Aim (Boston, MA) for Algorithmic Investment Models on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Feb 12, 2025
Advisor changed firm
Andrew Philip Rice left Aim for Algorithmic Investment Models (registered 2022-09-27)
Form ADVobserved 6 days ago
Occurred
Feb 12, 2025
Advisor changed firm
Todd Matthew Rice left Aim for Algorithmic Investment Models (registered 2022-09-27)
Form ADVobserved 6 days ago
Occurred
Feb 17, 2021
First Form ADV filing
Aim filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fdeaad67-6090-7911-2c0d-1b87178ae9a1
First observed: Feb 17, 2021
Last observed: Apr 4, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AIM

ALGORITHMIC INVESTMENT MODELS, LLC, CRD 311646

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fdeaad67-6090-7911-2c0d-1b87178ae9a1

Data as of Apr 4, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALGORITHMIC RESEARCH AND TRADING, LLC

EQUITY OWNER

yes

12/2021

Mar 7, 2022

Apr 4, 2022

RICE, ANDREW, PHILIP

Partner

yes

12/2021

Feb 17, 2021

Apr 4, 2022

RICE, ANDREW, PHILIP

CHIEF COMPLIANCE OFFICER

yes

12/2021

Feb 17, 2021

Apr 4, 2022

RICE, TODD, MATTHEW

Partner

yes

12/2021

Feb 17, 2021

Apr 4, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BEAUMONT CAPITAL MANAGEMENT, LLC

n/a

Other adviser

$90.9M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALGORITHMIC INVESTMENT MODELS

Feb 12, 2025

Sep 27, 2022

BOSTON, MA

Team lift out

Other

100.0%