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 a limited liability company and in operation since 1991. The firm identifies as a capital allocator serving primarily institutional clients, with fee arrangements that include both percentage-of-assets and fixed-fee engagement models. Its advisory mandate spans financial planning and portfolio management for individuals, small businesses and larger business or institutional accounts. Service capabilities also include manager selection and the publication of periodic investment commentary or newsletters. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2WILLIAM 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 45Active vs passive
$1.5B in ETFs
99%
$1.5B
1%
$8.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $269M | 414,325 | 18.26% |
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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