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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) |
|---|
| 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 ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($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
✚
|
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 |