Almanack Investment Partners, Llc
- Regulatory AUM
- $946M
- Discretionary
- $769M
- Clients
- 426
- Avg AUM / client
- $2.2M
- Accounts
- 1,700
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 272 | $71.8M | 7.59% |
| High net worth individuals | 114 | $634M | 67.1% |
| Pooled investment vehicles (non-investment companies) | 5 | $59.8M | 6.33% |
| Charitable organizations | 20 | $7.8M | 0.82% |
| Corporations and other businesses | 15 | $172M | 18.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $34.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Almanack Alpha Fund, Lp | Hedge Fund | Delaware | $34.8M | 30 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Raymond Harper | Executive Officer | Apr 2016 (10y) | ≈ 56.25% – 100% via Gadsden Group Holdings, Llc | |
| Hemdal, Megen, Ann | Chief Compliance Officer & Chief Operating Officer | Jul 2023 (3y) | Less than 5% | |
| Robert Scott Pulsifer | Registered representative | CFP CFA | Mar 2016 (10y) | |
| Eugene William Stone | Registered representative | CFA | Aug 2020 (6y) | |
| Robert Todd Valleau | Registered representative | Nov 2020 (6y) | ||
| Brendan M Gilmore | Registered representative | Nov 2020 (6y) | ||
| Michael N De Quevedo | Registered representative | Jul 2021 (5y) | ||
| Austen Michael Delahaye | Registered representative | Nov 2022 (4y) | ||
| Athanasios Tsirukis | Registered representative | Jun 2023 (3y) | ||
| Eric James Viavattene | Registered representative | Feb 2024 (2y) | ||
| Donna M Teets | Registered representative | Apr 2024 (2y) | ||
| Erich William Yost | Registered representative | CFA | Jul 2024 (2y) | |
| Michael David Young | Registered representative | Apr 2026 (0y) | ||
| Samuel Clay Bridgers | Registered representative | Apr 2026 (0y) | ||
| William Sapp Merriken | Registered representative | Chartered Financial Consultant | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gadsden Group Holdings, Llc | Owner | Nov 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kevin Raymond Harper: 75% – 100% of Gadsden Group Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $34.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Almanack Alpha Fund, Lp | Hedge Fund | $34.8M | $500K | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 2.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $614M (65% of AUM) Jul 2026
- Fidelity Brokerage Services $149M (16% of AUM) Jul 2026
- Citibank $117M (12% of AUM) Jan 2021
- National Financial Services (Fidelity) $60.0M (8% of AUM) Nov 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗