Almanack Investment Partners
Firm details
- Headquarters
- Newtown Square, Pennsylvania
- CRD number
- 282428
- Registered since
- February 12, 2016
- Website
- www.almanackip.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI67.06%
- Corporations / Businesses18.2%
- Individuals7.59%
- Pooled Investment Vehicles6.33%
- Charitable Organizations0.82%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Almanack Investment Partners is an independent RIA formed as an LLC and SEC-registered in 2016. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning and portfolio management across individual accounts, pooled vehicles, and institutional mandates. Its advisory suite includes selection of other advisers, educational seminars, and pension-related consulting services, and the firm serves as a GP/managing member of pooled investment vehicles. Fee arrangements are flexible and include percentage-of-AUM, fixed and hourly fees, and performance-based fees. The firm identifies as an active ESG investor and deploys both public and private strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities21%
- Private Funds4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
3 of 3
Eric Viavattene
Chief Executive OfficerCRD 4245523
Kevin Harper
Chief Investment OfficerCRD 5507287
Megen Hemdal
Chief Compliance Officer & Chief Operating OfficerCRD 5603503
Contacts
3 of 12
Robert Pulsifer
Senior AdvisorCRD 2600289
Donna Teets
Compliance AssociateCRD 1102117
William Merriken
Financial AdvisorCRD 729243
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$567M in ETFs
55%
$313M
39%
$254M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GADSDEN DYNAMIC MULTI-ASSET ETF (GDMA) | Active | Moderate Allocation | $191M | 4,408,996 | 33.73% |
Location
Newtown Square, PA
Delaware
Location
Newtown Square, PA
Headquartered in Newtown Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 3803 West Chester Pike
- Time zone
- ET (UTC-5)
- Office locations
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