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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.