Almanack Investment Partners LLC

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Almanack Investment Partners LLC ✚
CRD #	282428
SEC #	801-107186
CIK #	0001680613
AUM	945.9 M (2026-04-30)
Employees	24 (54% Investors, 8% Brokers)
Phone	484-580-2277
Address	656 E Swedesford Road Wayne, PA 19087
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($M) Copy

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
HF	Almanack Opportunities Fund LP - Series 3	[2026-03-30]	4.0 M	17.6 M
	Filed 2025-05-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000
PE	Almanack Opportunities Fund LP - Series 5	[2026-03-30]	0.6 M	3.8 M
	Offered $5,000,000 · Filed 2025-10-21 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $4,370,000 · Duration One year or less · Net Assets $1 - $5,000,000
HF	Almanack Opportunities Fund LP - Series 1	[2025-03-31]	3.5 M	0.4 M
	Offered $20,000,000 · Filed 2024-07-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $16,500,000 · Duration More than one year · Net Assets $5,000,001 - $25,000,000
HF	Almanack Opportunities Fund LP - Series 2	[2025-03-31]	2.1 M	8.6 M
	Filed 2024-10-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000
HF	Almanack Alpha Fund LP	[2016-01-15]	1.3 M	29.5 M
	Filed 2015-11-23 (D) · Exemption 506(b) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	272	71.8
(b) Individuals (high net worth individuals)	114	634.3
(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	5	59.8
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	20	7.8
(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	15	172.2
(n) Other	0	0.0
Total	1,700	945.9
By Discretionary
Discretionary	1,582	769.1
Non-Discretionary	118	176.8
Total	1,700	945.9
By Non-United States Persons
Non-United States Persons		99.1
United States Persons		846.7
Total	1,700	945.9

Form D Directors	Role	# Filings	# Firms	2011 - 2026
Kevin Harper	Executive Officer	17	2
Richard Hughes	Executive Officer	11	2

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001680613]

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Clients	1
Serves	Institutional, Retail, Research
Fund Types	Hedge Fund, Private Equity

Related Firms	State	AUM
Almanack Investment Partners LLC ✚	PA	945.9 M
Gadsden LLC ✚	PA	161.8 M

Comparable Firms	State	AUM
Institute for Wealth Management LLC ✚	CO	1,370.3 M
Rays Capital Partners Limited ✚		547.2 M
The Estate Planners Group LLC ✚	PA	422.1 M
Everstar Asset Management LLC ✚	NC	336.7 M
Preston Wealth Advisors LLC ✚	VA	286.0 M
Colarion LLC ✚	AL	188.3 M
Raison Asset Management Corp ✚		106.1 M
Upright Financial Corp ✚		98.0 M
Foresight Wealth Management LLC ✚	UT
Wedbush Asset Management LLC ✚	CA

Assets, Funds, Holdings