SEC-Registered Investment Adviser
Almanack Investment Partners
Legal name: Almanack Investment Partners, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 27, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- February 12, 2016
- Principal office
- 3803 West Chester Pike, Suite 110, Newtown Square, PA 19073
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 3
Scale
- Regulatory AUM
- $945.9M
- Discretionary / non-discretionary
- $769.1M / $176.8M
- Attributable to non-US clients
- $99.1M
- Accounts
- 1,700
- Clients
- 1
- Employees
- 24, 13 in advisory roles
- Private funds advised
- 5
- Private fund gross assets
- $59.8M
- Fund types
- 4 hedge funds, 1 private equity funds
- Funds with Form D records
- 4 issuers in AltStreet's ledger, $10.3M reported sold across them
- Client assets in custody
- $294.9M (191 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers and educational seminars or workshops
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees and performance-based fees
- Client types
- individuals (other than high net worth) (272); high net worth individuals (114); pooled investment vehicles (5); charitable organizations (20); corporations or other businesses (15)
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (July 27, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
4 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from July 5, 2024 to October 21, 2025. 1 offering is still raising on the latest filing. Reported sold across them: $10.3M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2025 | 2 | $4.7M | 25 |
| 2024 | 2 | $5.6M | 13 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.