Mckinley Alaska Private Investments, LLC

RIASEC Registered
Total AUM
$206M
Discretionary
$206M
100% of AUM
Avg account
$68.7M
Accounts
3
Employees
6
Advisory reps
3

Firm details

Headquarters
Anchorage, Alaska
CRD number
319075
Registered since
May 13, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mckinley Alaska Private Investments, LLC is organized as an LLC and operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (registration year 2022) and provides active portfolio management across pooled vehicles, businesses/institutions and individuals/small businesses, in addition to selecting other advisers for mandates. Its compensation combines a percentage-of-AUM component with performance-based fees. Industry roles include acting as sponsor, general partner and managing member of pooled investment vehicles.

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

Owners & executives

2 of 2
  • Robert Gillam

    Robert Gillam

    Chief Executive Officer​ and Chief Investment OfficerCRD 2376596

  • Stacia Gillam

    Stacia Gillam

    Chief Operating and Compliance OfficerCRD 7358658

Contacts

1 of 1
  • Jared Carney

    Jared Carney

    Vice ChairmanCRD 7151175

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth