The ALMANACK INVESTMENT PARTNERS is a privately held investment adviser that advises $1.11Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. ALMANACK INVESTMENT PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 31.34% over the last 5-years.
The Group has been registered with the SEC for 10.47 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 3803 WEST CHESTER PIKE SUITE 110, NEWTOWN SQUARE, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 26 employees comprised of 14 investment and 12 non-investment staff. The total number of Employees decreased by 31.58% over the last 5-years.
Their $1.11Bn in assets advised are owned by 5 private funds, 1 public fund and BDCs and 35 other accounts. Assets of High Net Worth Individuals clients own $634.34mn or 57.27% of Total Assets and Corporations or Other Businesses own $172.17mn or 15.54% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and Fund of Funds, representing 49.33%, 44.34% and 6.32% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ALMANACK INVESTMENT PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.