Alaska Permanent Capital Management, LLC

RIASEC RegisteredEst. 1991
Total AUM
$4.4B
Discretionary
$4.3B
99% of AUM
Avg account
$23.5M
Accounts
187
Employees
13
Advisory reps
3

Firm details

Headquarters
Anchorage, Alaska
CRD number
106233
Registered since
December 31, 1991
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC., KEY BANK
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • State / Municipal Government66.93%
  • Corporations / Businesses17.11%
  • Charitable Organizations13.59%
  • Pension & Profit Sharing Plans2.36%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Alaska Permanent Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and in operation since 1991. The firm serves primarily institutional clients and functions as a capital allocator, combining fee structures tied to a percentage of assets under management with fixed fees. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and the publication of periodic investment commentary or newsletters. The firm is not positioned as an ESG investor and does not identify as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 37%, Exchange Traded Equities 30%, Cash & Cash Equivalents 19%, Investment Grade Corp Bonds 9%, Public Funds/Mutual Funds 4%37%
  • US Government Bonds37%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents19%
  • Investment Grade Corp Bonds9%
  • Public Funds/Mutual Funds4%

Owners & executives

2 of 2
  • William Lierman

    William Lierman

    Chief Investment OfficerCRD 6037378

  • Brandy Niclai

    Brandy Niclai

    Chief Investment OfficerCRD 4291657

Contacts

1 of 1
  • Gail Mannix

    Financial AdvisorCRD 4320205

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$1.6B in ETFs

Passive

99%

$1.6B

Active

1%

$9.6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$309M413,33219.35%

Location

Primary office

Anchorage, AK

Anchorage

Location

Anchorage, AK

Headquartered in Anchorage, AK, in the West of the United States.

Region
West
County
Anchorage
Address
3800 Centerpoint Dr
Time zone
AKT (UTC-9)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth