{ "crd_number": 106233, "slug": "alaska-permanent-capital-management-llc-anchorage-ak-106233", "primary_business_name": "ALASKA PERMANENT CAPITAL MANAGEMENT, LLC", "legal_name": "ALASKA PERMANENT CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "Anchorage", "state": "AK", "country": "United States", "cbsa_code": "11260", "metro": { "cbsa_code": "11260", "common_name": "Anchorage", "msa_name": "Anchorage, AK", "path": "/advisors/ak/anchorage" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1991-12-31", "years_registered": 34, "period": "2026-10-01", "filing_date": "2026-04-30", "carried_forward": false, "raum_total": 4400285151.0, "raum_discretionary": 4346310247.0, "raum_non_discretionary": 53974904.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 13, "advisory_employees": 10, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 598091676.0, "count": 27 }, "state_municipal": { "raum": 2945327852.0, "count": 32 }, "pension_profit_sharing": { "raum": 103883723.0, "count": 1, "fewer_than_5": true }, "corporations_other_businesses": { "raum": 752981900.0, "count": 30 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "other", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AK" ], "websites": [ "https://apcm.net/alaska-permanent-capital-management", "https://linkedin.com/company/alaska-permanent-capital-management" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106233", "city_as_filed": "ANCHORAGE", "url": "https://advisorcensus.com/firm/alaska-permanent-capital-management-llc-anchorage-ak-106233", "display_name": "Alaska Permanent Capital Management, LLC", "summary": "Alaska Permanent Capital Management, LLC is an SEC-registered investment advisory firm in Anchorage, AK, registered since 1991, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.", "citation": "AdvisorCensus. Alaska Permanent Capital Management, LLC (CRD 106233): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters", "Other" ], "quick_answers": [ { "q": "How is Alaska Permanent Capital Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Alaska Permanent Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Alaska Permanent Capital Management, LLC located?", "a": "Alaska Permanent Capital Management, LLC's principal office is in Anchorage, AK, according to its Form ADV." }, { "q": "Is Alaska Permanent Capital Management, LLC registered with the SEC or a state?", "a": "Alaska Permanent Capital Management, LLC is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106233." }, { "q": "How much does Alaska Permanent Capital Management, LLC manage?", "a": "Alaska Permanent Capital Management, LLC reports $4,400,285,151 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (99% discretionary)." }, { "q": "How have Alaska Permanent Capital Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Alaska Permanent Capital Management, LLC: Regulatory assets under management: $3,242,546,831 in the October 2021 data and $4,400,285,151 in the October 2026 data, up 36%. Total employees: 13 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Alaska Permanent Capital Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (32); corporations or other businesses not listed above (30); charitable organizations (27)." }, { "q": "Which custodians does Alaska Permanent Capital Management, LLC use?", "a": "Alaska Permanent Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Key Bank, Northern Trust and Principal Financial Group as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Alaska Permanent Capital Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106233" }, { "q": "What changed in Alaska Permanent Capital Management, LLC's recent Form ADV filings?", "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3242546831.0, "total_employees": 13, "filing_date": "2021-08-06" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3743020325.0, "total_employees": 13, "filing_date": "2022-04-12" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3543184207.0, "total_employees": 13, "filing_date": "2023-09-01" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4013615571.0, "total_employees": 13, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4088303397.0, "total_employees": 11, "filing_date": "2025-04-10" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4400285151.0, "total_employees": 13, "filing_date": "2026-04-30" } ], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 8 to 10." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Key Bank", "name_as_filed": "KEY BANK", "affiliated": false }, { "name": "Northern Trust", "name_as_filed": "NORTHERN TRUST", "affiliated": false }, { "name": "Principal Financial Group", "name_as_filed": "PRINCIPAL FINANCIAL GROUP", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/alaska-permanent-capital-management-llc-anchorage-ak-106233.md", "clients": [ { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 1, "fewer_than_5": true, "raum": 103883723.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 27, "fewer_than_5": false, "raum": 598091676.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 32, "fewer_than_5": false, "raum": 2945327852.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 30, "fewer_than_5": false, "raum": 752981900.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106233", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }