ALMANACK INVESTMENT PARTNERS
Firm details
- Headquarters
- WAYNE, 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, SEC-registered RIA organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. Registered in 2016, the firm combines fee-based portfolio management (percentage of AUM, fixed and hourly fees) with performance-based fee arrangements. Its service menu includes financial planning, portfolio management for individuals, pooled vehicles and institutions, selection of other advisers, educational seminars, and pension-related consulting. Almanack also acts as a sponsor and managing member for pooled investment vehicles and identifies itself as an active ESG investor.
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 3ERIC VIAVATTENE
Chief Executive OfficerCRD 4245523
KEVIN HARPER
Chief Investment OfficerCRD 5507287
MEGEN HEMDAL
Chief Compliance Officer & Chief Operating OfficerCRD 5603503
Contacts
3 of 12ROBERT 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 111Active vs passive
$529M in ETFs
64%
$337M
36%
$191M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GADSDEN DYNAMIC MULTI-ASSET ETF (GDMA) | Active | Moderate Allocation | $173M | 4,251,111 | 32.71% |
Location
WAYNE, PA
DELAWARE
Location
WAYNE, PA
Headquartered in WAYNE, 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
- 656 E Swedesford Rd
- Time zone
- ET (UTC-5)
- Office locations
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