ALMANACK INVESTMENT PARTNERS, LLC
C39
CRD 282428·SEC 801-107186·WAYNE, PA
AUM
$945.9M
$500M-$1B
Est. Revenue
$9.5M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $750.0M
'21 · $1.01B
'22 · $1.52B
'23 · $937.6M
'25 · $773.4M
'26 · $945.9M
'20'26
$750.0M → $945.9M▲ +26%
Client mix
| Individuals Other | 272 |
| Individuals High Net Worth | 114 |
| Charitable Organizations | 20 |
| Corporations | 15 |
| Pooled Investment Vehicles | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 15 advisors
'21 · 16 advisors
'22 · 25 advisors
'23 · 15 advisors
'25 · 11 advisors
'26 · 13 advisors
'20'26
15 advisors → 13 advisors▼ -13%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
656 E SWEDESFORD ROADSUITE 301WAYNE, PA 19087
Business
656 E SWEDESFORD ROADSUITE 301WAYNE, PA 19087
Edgar Recent Filings
13F-HR2026-05-05 · 0001680613-26-000003
13F-HR2026-01-29 · 0001680613-26-000002
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited