Data / Investment advisers / Pennsylvania / Almanack Investment Partners
Almanack Investment Partners, Newtown Square, PA: $946 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Almanack Investment Partners is an SEC registered investment adviser with its main office in Newtown Square, Pennsylvania and reports $946 million in regulatory assets under management in its Form ADV filed July 27, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 5 private funds.
The request: Watch Almanack Investment Partners (CRD number 282428): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 282428
- SEC file number
- 801-107186
- SEC status
- Approved, effective February 12, 2016
- Legal name
- Almanack Investment Partners, LLC
- Main office
- 3803 West Chester Pike Suite 110, Newtown Square, PA 19073
- Phone
- (484) 580-2277
- Website
- whiteknightcapital.net
- Regulatory AUM
- $945,855,184 in the Form ADV filed July 27, 2026
- Discretionary AUM
- $769,084,663
- Non discretionary AUM
- $176,770,521
- Accounts
- 1,700
- Employees
- 24, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 5: 4 hedge funds, 1 private equity fund
- Gross assets of private funds
- $59,826,771
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 114 | $634.3 million |
| Corporations or other businesses | 15 | $172.2 million |
| Individuals (other than high net worth individuals) | 272 | $71.8 million |
| Pooled investment vehicles | 5 | $59.8 million |
| Charitable organizations | 20 | $7.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $945.9 million | March 30, 2026 |
| December 1, 2025 | $773.4 million | October 22, 2025 |
Other advisers in Newtown Square
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Graham Partners, LLC | Newtown Square | $5.00 billion | 32 | adviserinfo.sec.gov |
| Logan Capital Management, Inc. | Newtown Square | $3.10 billion | Not listed | adviserinfo.sec.gov |
| Newsquare Capital, LLC | Newtown Square | $2.39 billion | Not listed | adviserinfo.sec.gov |
| Equus Capital Partners, LTD. | Newtown Square | $1.74 billion | 9 | adviserinfo.sec.gov |
| Concentus Wealth Advisors | Newtown Square | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Archean Capital Partners II, L.L.C. | Newtown Square | $527.8 million | 2 | adviserinfo.sec.gov |
| Cambrian Capital Management, L.L.C. | Newtown Square | $343.8 million | 2 | adviserinfo.sec.gov |
| Gadsden | Newtown Square | $161.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newtown Square, PA
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Almanack Investment Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.