Mckinley Alaska Private Investments, LLC

RIASEC RegisteredEst. 2022
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 a domestically owned limited liability company that is registered with the SEC (since 2022) and organized as a private equity fund. Its primary clients are institutional investors, and it charges a mix of asset-based fees and performance-linked fees. The firm provides portfolio management across several client types — individuals and small businesses, pooled investment vehicles, and institutional or corporate accounts — and also performs selection-of-other-advisers duties. It lists roles such as sponsor and general partner and acts as a managing member for pooled investment vehicles. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Stacia Gillam

    Stacia Gillam

    Chief Operating and Compliance OfficerCRD 7358658

  • Robert Gillam

    Robert Gillam

    Chief Executive Officer​ and Chief Investment OfficerCRD 2376596

Contacts

1 of 1
  • Jared Carney

    Jared Carney

    Vice ChairmanCRD 7151175

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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