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 #1680613
AUM $1.0 BB (65% Disc, 94% US, 2020-03-31)
Employees19 (79% Investors, 16% Brokers)
Phone484-580-2277
Address656 E Swedesford Road
Wayne, PA 19087
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
101581260940620302010201320172021
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
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Holdings by Sector ($)
0.30.20.20.10.10.02017201820192020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Almanack Alpha Fund LP [2015-11-23] 1.3 15.0
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Fund Directors # Filings # Firms 2011 - 2020
Richard Hughes 1 1
Related Firms State AUM ($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
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