ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

Latest filing: Apr 10, 2025 (121 days ago)
View on IAPD
Adviser Website

AUM

$4,088,303,397
2% change vs. 1 year ago
9% change vs. 3 years ago
38% change vs. 5 years ago
42% change vs. 10 years ago

Employee Count

11
-15% change vs. 1 year ago
-15% change vs. 3 years ago
0% change vs. 5 years ago
-27% change vs. 10 years ago

Main Office

ANCHORAGE, AK
3800 CENTERPOINT DRIVE, SUITE 910, ANCHORAGE, AK, UNITED STATES, 99503

Client AUM

Discretion AUM
Discretionary $4.0
Non-Discretionary $0.1
Total $4.1
Client AUM
Retail $0.0
Pooled $0.0
Institutional $4.1
Total $4.1
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
NORTHERN TRUST CHICAGO-IL-USA $1.2
CHARLES SCHWAB & CO., INC. NEW YORK-NY-USA $0.6
KEY BANK CLEVELAND-OH-USA $0.5
PRINCIPAL FINANCIAL GROUP DES MOINES-IA-USA $0.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $4.1
Retail SMA AUM $0.0
Institutional SMA AUM $4.1
Asset Class % AUM
Equity Exch 30% $1.2
Equity Non-Exch 0% $0.0
Govt Agency 35% $1.4
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 11% $0.4
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 5% $0.2
Other Pools 0% $0.0
Cash 19% $0.8
Other 0% $0.0
Total 100% $4.1

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC $0.9 172151

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

4 active

Name Title
ROSE, FRANCES, HELAINE DIRECTOR
ROSE, EVAN, DENALI PRES/CEO/CHAIRMAN/CCO
NICLAI, BRANDY, ROMER OFFICER SHAREHOLDER
LIERMAN, WILLIAM, JOSEPH OFFICER SHAREHOLDER

ADVDB.CO • SOURCE: SEC

Representatives

3 active representatives found

Name City State Exams Designations
EVAN ROSE ANCHORAGE AK S63|1991-09-16|S65|2012-09-27
BRANDY NICLAI ANCHORAGE AK S63|2000-12-08|S65|2000-12-22 CHARTERED FINANCIAL ANALYST
RICHARD COCHINOS ANCHORAGE AK S63|2009-06-08 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $4.1 $0.0 0% 11 0 0%
2025-04-21 $4.1 $0.0 0% 11 0 0%
2024-04-02 $4.0 $0.1 2% 13 -2 -15%
2023-04-04 $3.5 $0.5 15% 13 -2 -15%
2022-04-01 $3.7 $0.3 9% 13 -2 -15%
2021-04-05 $3.2 $0.8 26% 13 -2 -15%
2020-04-01 $3.0 $1.1 38% 11 0 0%
2019-04-01 $2.5 $1.6 61% 11 0 0%
2018-04-02 $2.3 $1.8 79% 11 0 0%
2017-04-01 $2.4 $1.7 72% 12 -1 -8%
2016-04-01 $2.9 $1.1 39% 13 -2 -15%
2015-04-01 $2.9 $1.2 42% 15 -4 -27%
2014-04-01 $2.8 $1.3 47% 13 -2 -15%
2013-04-01 $2.6 $1.5 56% 13 -2 -15%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
AK, AK-01/24/1992
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
NEWSLETTERS
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV