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ALMANACK INVESTMENT PARTNERS
Legal name: ALMANACK INVESTMENT PARTNERS, LLC
CRD 282428File 801-107186
APPROVED
Retail clients
Custody
Filing as of Jul 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$945.9M
Above cohort median (national)
Discretionary AUM
$769.1M
Non-discretionary $176.8M
Clients
426
1,700 accounts
Employees
24
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 12, 2016
- Principal office
- 3803 WEST CHESTER PIKE, SUITE 110, NEWTOWN SQUARE, PA, 19073
- Phone
- 484-580-2277
- Website
- HTTPS://WWW.ALMANACKIP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $945.9M
- Discretionary AUM
- $769.1M
- Non-discretionary AUM
- $176.8M
- Discretionary accounts
- 1,582
- Non-discretionary accounts
- 118
- Total accounts
- 1,700
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $172.2M |
| Charitable organizations | 20 | $7.8M |
| High net worth individuals | 114 | $634.3M |
| Pooled investment vehicles | 5 | $59.8M |
| Individuals (other than high net worth individuals) | 272 | $71.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 20 | 24 | increased by4 |
| Apr 1, 2026 | Clients | 409 | 426 | increased by17 |
| Apr 1, 2026 | AUM | $773,350,051 | $945,855,184 | increased by$172,505,133 |
| Apr 1, 2026 | Accounts | 1,481 | 1,700 | increased by219 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 21 | 20 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 41 | 21 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,735 | 409 | decreased by1,326 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,845,199,024 | $773,350,051 | decreased by$1,071,848,973 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,837 | 1,481 | decreased by2,356 |
| Apr 1, 2022 | Employees | 33 | 41 | increased by8 |
| Apr 1, 2022 | Clients | 1,404 | 1,735 | increased by331 |
| Apr 1, 2022 | AUM | $1,515,132,090 | $1,845,199,024 | increased by$330,066,934 |
| Apr 1, 2022 | Accounts | 2,995 | 3,837 | increased by842 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALMANACK INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALMANACK INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.