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Almanack Investment Partners

Almanack Investment Partners. CRD 282428

Almanack Investment Partners logo

CRD: 282428

Almanack Investment Partners

Wayne, PA, 19087
4845802277
almanackip.com
$945.9M Total AUM
$769.1M Disc. AUM
0.3% 3Y CAGR
24 Employees
427 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
Clients
Retail and Institutional
Platforms
RadialCatalyst +more
Established Date
02-12-2016
Office Locations
5

Office Locations

15051 N. Kierland Blvd Suite 301 Scottsdale AZ
383 Highlandia Drive, Suite 215 Baton Rouge LA
400 Stokes Road Medford NJ

About Almanack Investment Partners

Almanack Investment Partners is a wealth management and advisory firm serving individuals, independent advisors, family offices, and institutional investors. The team builds risk-managed model portfolios and customized allocations with benchmarking, dynamic rebalancing, and a focus on efficient, tax-aware implementation. They also provide portfolio analytics, compliance and back-office support, plus investor education and market commentary, and offer private fund options for qualified investors seeking alternatives.

Team overview

47 AVG AGE
$72.8M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.9 yrs AVG TENURE
24 Employees
13 Advisory Reps
13 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Glacier Meridian delta Zenith Vertex Radial Fusion summit Fusion

Client Personas

Oak peak Frontier

Custodian

Eagle legacy Focus matrix Prime momentum Frontier Atlas vertex Meridian prime Foundation vertex Harbor

Fund Managers

Fusion

Investment Themes

Catalyst pioneer Vital Harbor

Investment Vehicles

Prime fusion Signal momentum Glacier

Platform

Oak

Services

Unison Radial Atlas Pathway Summit eagle Crest Element Pioneer element

Technology

Value Fusion radial Matrix radial Radial glacier Pathway summit

Owner & Executives

KEVIN RAYMOND HARPER

KEVIN RAYMOND HARPER

PORTFOLIO MANAGER

CRD
#5507287
Ownership
Less than 5%
(496) 251-8998
matrix.catalyst@summitcapital.com
in linkedin.com/in/prime-bridge
M

MEGEN ANN HEMDAL

Chief Compliance Officer, CHIEF OPERATING OFFICER

CRD
#5603503
Ownership
Less than 5%
(476) 455-5080
delta.vital@atlascapital.com
in linkedin.com/in/unison-ember

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Contacts

S

SAMUEL CLAY BRIDGERS III

Chief Compliance Officer, Managing Member

CRD
#1243406
(518) 493-6216
peak.harbor@crestcapital.com
in linkedin.com/in/vital-fusion
M

MICHAEL N DE QUEVEDO

--

CRD
#2134497
(863) 467-7877
value.vector@momentumcapital.com
in linkedin.com/in/timber-wave
F

Focus oak

Element timber

CRD
#41133
(943) 577-6773
timber.wave@eaglecapital.com
in linkedin.com/in/quantum-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-13-2022
12-07-2023
12-06-2024
10-22-2025
04-30-2026
Category Assets AVG. Account size
Discretionary $769,084,663 $486,147
Non-Discretionary $176,770,521 $1,498,055
Total $945,855,184 $556,385

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Separately Managed Accounts

Total SMA Asset: $886,028,413

$886.0M Total SMA
Public Funds:
9.2%
Equity - Exchange:
6.9%
Private Funds:
15.3%
Cash:
16.1%
Corporate - Investment Grade:
7.4%
Corporate - Non-Investment Grade:
16.2%
Derivatives:
15.3%
U.S. Government/Agency:
13.6%
Asset class Assets Assets %
Public Funds $82,074,407 9.2%
Equity - Exchange $61,555,805 6.9%
Private Funds $136,493,308 15.3%
Cash $143,630,212 16.1%
Corporate - Investment Grade $66,016,371 7.4%
Corporate - Non-Investment Grade $144,522,326 16.2%
Derivatives $136,493,308 15.3%
U.S. Government/Agency $121,327,384 13.6%
Total $892,113,121 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
EAGLE ALPHA RADIAL BRIDGE UIX4WNH0S EJZY 11.95% $36,211,939
PATHWAY DELTA MOMENTUM VERTEX WAVE 323MN47CU AMME 10.96% $82,244,075
FRONTIER MATRIX HARBOR ELEMENT CAPITAL ZU8KT7WNA MGLO 6.98% $63,770,362
VECTOR ATLAS PEAK QUANTUM ALPHA 2D3JB18NT VQMDA 12.28% $72,979,450
UNISON FUSION DELTA MOMENTUM V4G4UW5MQ YXMTG 7.92% $100,191,428
OPTIMA VALUE FOUNDATION MATRIX BEACON 8G2A0XVK5 YPHJB 3.25% $42,778,458
EMBER SUMMIT GLACIER VITAL G9D2IDJU0 VUSF 5.81% $42,879,840
FUSION FOUNDATION CREST MOMENTUM EMBER 3SAVBWV9Y JGHCW 12.47% $25,784,177

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