Almanack Investment Partners LLC

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Assets, Funds, Holdings

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Almanack Investment Partners LLC
CRD #282428
SEC #801-107186
CIK #0001680613
AUM $802.2 MM (2024-07-03)
Employees 22 (59% Investors, 0% Brokers)
Phone484-580-2277
Address656 E Swedesford Road
Wayne, PA 19087
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
19001520114076038002009201420192025
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 ($BB)
25201510502015201820212025
Type Form D Funds Date Sold ($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
Richard Hughes 10
EDGAR Form CIK 2011 - 2024
13F-HR [0001680613]
Related Firms State AUM ($BB)
Almanack Investment Partners LLC
PA 0.8
Gadsden LLC
PA 0.1
Comparable Firms State AUM ($BB)
Conway Investment Research LLC
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Institute for Wealth Management LLC
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Generation Capital Management LLC
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Buckingham Capital Management Inc
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Vectors Research Management LLC
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Ashford Capital Management Inc
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Elgethun Capital Management
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LongTail Alpha LLC
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BFI Infinity Ltd
0.6
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