|
⚲
|
| Portfolios |
|---|
| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Almanack Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 282428 |
| SEC # | 801-107186 |
| CIK # | 1680613 |
| AUM | $1.0 BB (65% Disc, 94% US, 2020-03-31) |
| Employees | 19 (79% Investors, 16% Brokers) |
| Phone | 484-580-2277 |
| Address | 656 E Swedesford Road Wayne, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| EDV | 23.0 | ||
| SCHX | 21.9 | ||
| TLT | 15.8 | ||
| SHV | 13.8 | ||
| SCHZ | 13.6 | ||
| SCHE | 12.9 | ||
| SCHB | 12.2 | ||
| VTIP | 11.1 | ||
| VTI | 9.1 | ||
| GBIL | 7.6 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Almanack Alpha Fund LP | [2015-11-23] | 1.3 | 15.0 |
| View All | ||||
| Fund Directors | # Filings | # Firms | 2011 - 2020 |
|---|---|---|---|
| Richard Hughes | 1 | 1 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Almanack Investment Partners LLC
✚
|
PA | 1.0 |
|
Gadsden LLC
✚
|
PA | 0.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Anfield Capital Management LLC
✚
|
CA | 1.3 |
|
Cornercap Investment Counsel Inc
✚
|
GA | 1.3 |
|
Deschutes Portfolio Strategy LLC
✚
|
OR | 1.3 |
|
The Leuthold Group LLC
✚
|
MN | 1.0 |
|
BTS Asset Management Inc
✚
|
MA | 1.0 |
|
Bellecapital International AG
✚
|
0.9 | |
|
Griffin Asset Management LLC
✚
|
NY | 0.8 |
|
Ashford Capital Management Inc
✚
|
DE | 0.8 |
|
Ballew Advisors Inc
✚
|
MS | 0.7 |
|
Diastole Wealth Management Inc
✚
|
CT | 0.7 |