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ALMANACK INVESTMENT PARTNERS

NEWTOWN SQUARE, PA · CRD 282428 · IAPD ↗ · whiteknightcapital.net · 484-580-2277

$945.9MRegulatory AUM
13Advisory reps
24Employees
1Clients
26-50Planning clients
5Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
August 2026 — ALMANACK INVESTMENT PARTNERS moved its main office from WAYNE, PA to NEWTOWN SQUARE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
47
May 2026 — ALMANACK INVESTMENT PARTNERS notice-filed in DE, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2026 — ALMANACK INVESTMENT PARTNERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
May 2026 — ALMANACK INVESTMENT PARTNERS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
45
April 2026 — ALMANACK INVESTMENT PARTNERS notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2026 — ALMANACK INVESTMENT PARTNERS notice-filed in IL, KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2024 — ALMANACK INVESTMENT PARTNERS added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — ALMANACK INVESTMENT PARTNERS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — ALMANACK INVESTMENT PARTNERS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
March 2024 — ALMANACK INVESTMENT PARTNERS added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2024 — ALMANACK INVESTMENT PARTNERS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.