Alaska Permanent Capital Management, LLC
Firm details
- Headquarters
- Anchorage, Alaska
- CRD number
- 106233
- Registered since
- December 31, 1991
- Website
- www.apcm.net
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds37%
- Exchange Traded Equities30%
- Cash & Cash Equivalents19%
- Investment Grade Corp Bonds9%
- Public Funds/Mutual Funds4%
Owners & executives
2 of 2
William Lierman
Chief Investment OfficerCRD 6037378

Brandy Niclai
Chief Investment OfficerCRD 4291657
Contacts
1 of 1Gail Mannix
Financial AdvisorCRD 4320205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$1.6B in ETFs
99%
$1.6B
1%
$9.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $309M | 413,332 | 19.35% |
Location
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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