Alaska Permanent Capital Management, LLC

RIASEC Registered

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
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

FINTRX

Overview

Alaska Permanent Capital Management, LLC is an institutional registered investment adviser that has been SEC-registered since 1991. The firm acts as a capital allocator for institutional clients and combines portfolio management with financial planning, manager selection and periodic publications. Its fee arrangement includes both a percentage-of-AUM component and fixed fees. The firm indicates a focus on fixed‑income allocations and does not report active ESG investing activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Brandy Niclai
Chief Investment OfficerCRD 4291657
William Lierman
Chief Investment OfficerCRD 6037378

Contacts

1 of 1

Gail Mannix
Financial AdvisorCRD 4320205

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 47

Active vs passive

$1.6B in ETFs

Passive

99%

$1.6B

Active

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%

Unlock additional holdings →

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

Similar firms

Latash Investments, LLC

Anchorage, AK

AUM $1.7BTEAM 8REPS 3

Alaska Wealth Advisors

Anchorage, AK

AUM $1.2BTEAM 23REPS 15

Bright Road Wealth Management, LLC

Anchorage, AK

AUM $443MTEAM 13REPS 11

Heisten Wrenn Private Wealth, LLC

Anchorage, AK

AUM $232MTEAM 3REPS 2

Mckinley Alaska Private Investments, LLC

Anchorage, AK

AUM $206MTEAM 6REPS 3

Alaska Investment Management LLC

Anchorage, AK

AUM $104MTEAM 4REPS 2

More RIAs in Anchorage →All Alaska RIAs →