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Almanack Investment Partners LLC
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CRD # | 282428 |
SEC # | 801-107186 |
CIK # | 0001680613 |
AUM | $802.2 MM (2024-07-03) |
Employees | 22 (59% Investors, 0% Brokers) |
Phone | 484-580-2277 |
Address | 656 E Swedesford Road Wayne, PA 19087 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
VZ | 211.9 | 0.0 | |
SGOL | 0.0 | ||
IDT | 0.7 | 0.0 | |
AAPL | 2,382.8 | 0.0 | |
GLD | 0.0 | ||
NVDA | 399.6 | 0.0 | |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Almanack Alpha Fund LP | [2016-01-15] | 1.3 | 34.8 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 353 | 184.1 |
(b) Individuals (high net worth individuals) | 187 | 407.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 34.8 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 22 | 7.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 17 | 168.0 |
(n) Other | 0 | 0.0 |
Total | 2,044 | 802.2 |
By Discretionary | ||
Discretionary | 2,015 | 755.2 |
Non-Discretionary | 29 | 47.0 |
Total | 2,044 | 802.2 |
By Non-United States Persons | ||
Non-United States Persons | 92.7 | |
United States Persons | 709.5 | |
Total | 2,044 | 802.2 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Richard Hughes | 10 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001680613] |
Related Firms | State | AUM ($BB) |
---|---|---|
Almanack Investment Partners LLC
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|
PA | 0.8 |
Gadsden LLC
✚
|
PA | 0.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Conway Investment Research LLC
✚
|
MO | 1.0 |
Toews Corporation
✚
|
NJ | 1.0 |
Institute for Wealth Management LLC
✚
|
CO | 0.9 |
Generation Capital Management LLC
✚
|
NY | 0.9 |
Buckingham Capital Management Inc
✚
|
OH | 0.9 |
Vectors Research Management LLC
✚
|
NY | 0.8 |
Ashford Capital Management Inc
✚
|
DE | 0.8 |
Elgethun Capital Management
✚
|
SD | 0.8 |
LongTail Alpha LLC
✚
|
CA | 0.7 |
BFI Infinity Ltd
✚
|
0.6 |