Investment adviser · CRD 282428
ALMANACK INVESTMENT PARTNERS
Investment adviser filing (IA)
ALMANACK INVESTMENT PARTNERS, LLC
NEWTOWN SQUARE, PA, United States · Form ADV filed Jul 27, 2026
- Regulatory AUM
- $946M Form ADV · Item 5.F
- Client accounts
- 1,700 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 114 | $634,335,006 | 67.1% |
| Corporations & businesses | 15 | $172,172,547 | 18.2% |
| Individuals | 272 | $71,755,498 | 7.6% |
| Pooled investment vehicles | 5 | $59,826,771 | 6.3% |
| Charities | 20 | $7,765,362 | 0.8% |
Filing source
Form ADV 2122146 · Jul 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ALMANACK ALPHA FUND, LPHedge Fund · Last reported Jul 27, 2026$29.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BERKOWER, LLC
PCAOB 217
TD BANK, N.A.
LEI PT3QB789TSUIDF371261
Fund details & source
- Fund ID
- 805-7822250324
- Reported beneficial owners
- 17
- Minimum commitment
- $100K
- Form D file number
- 021-251763
Form ADV 2122146 · Jul 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALMANACK OPPORTUNITIES FUND LP - SERIES 3Hedge Fund · Last reported Jul 27, 2026$17.6MGross asset value
Form D fundraising filings
Almanack Opportunities Fund, LP - Series Three
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BERKOWER LLC
PCAOB 217
TD BANK, N.A.
LEI PT3QB789TSUIDF371261
Fund details & source
- Fund ID
- 805-7551213010
- Reported beneficial owners
- 47
- Minimum commitment
- $100K
- Form D file number
- 021-546531
Form ADV 2122146 · Jul 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALMANACK OPPORTUNITIES FUND LP - SERIES 2Hedge Fund · Last reported Jul 27, 2026$8.56MGross asset value
Form D fundraising filings
Almanack Opportunities Fund, LP - Series Two
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BERKOWER LLC
PCAOB 217
TD BANK, N.A.
LEI PT3QB789TSUIDF371261
Fund details & source
- Fund ID
- 805-5136174561
- Reported beneficial owners
- 15
- Minimum commitment
- $100K
- Form D file number
- 021-526759
Form ADV 2122146 · Jul 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALMANACK OPPORTUNITIES FUND LP - SERIES 5Private Equity Fund · Last reported Jul 27, 2026$3.78MGross asset value
Form D fundraising filings
Almanack Opportunity Fund, LP - Series 5
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BERKOWER LLC
PCAOB 217
TD BANK, N.A.
LEI PT3QB789TSUIDF371261
Fund details & source
- Fund ID
- 805-4648679974
- Reported beneficial owners
- 51
- Minimum commitment
- $25K
- Form D file number
- 021-561526
Form ADV 2122146 · Jul 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALMANACK OPPORTUNITIES FUND LP - SERIES 1Hedge Fund · Last reported Jul 27, 2026$371KGross asset value
Form D fundraising filings
Almanack Opportunities Fund, LP - Series One
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BERKOWER, LLC
PCAOB 217
TD BANK, N.A.
LEI PT3QB789TSUIDF371261
Fund details & source
- Fund ID
- 805-7543238619
- Reported beneficial owners
- 12
- Minimum commitment
- $100K
- Form D file number
- 021-517883
Form ADV 2122146 · Jul 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
3803 WEST CHESTER PIKE, SUITE 110NEWTOWN SQUARE, PA, 19073, United States
CRD 282428
Filing source
Form ADV 2122146 · Jul 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.