ALASKA PERMANENT Overview
Alaska Permanent Capital Management is an investment advisor that manages 2.9 BN dollars in regulatory AUM and has 15 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 12/31/18. The fund's latest filing disclosed 516MM in positions, representing 18% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/18. The fund's latest filing disclosed 516MM in positions, representing 18% of the manager's regulatory AUM.
ALASKA PERMANENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALASKA PERMANENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 19.42% | ETF | 17.37% | 0% | 0 | 33% | ||
| BND | 12.37% | ETF | 2.79% | -0.3% | 0 | 5% | ||
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FEATURED IN
ALASKA PERMANENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Frances H. Rose | Director | July-1992 |
| Judith J. Cuddy | Shareholder | July-1992 |
| Petter S. Jahnsen | Shareholder | July-1994 |
| Evan D. Rose | Pres/Ceo/Chairman | June-2006 |
| Bertram L. Wagnon | Director/Svp Investments | June-1995 |
| Jeffrey B. Pantages | Director / Chief Investment Officer | January-2005 |
| Brandy R. Niclai | Officer Shareholder | February-2012 |
| William J. Lierman | Officer Shareholder | February-2012 |
| Julee F. Duhrsen | Chief Compliance Officer | June-2014 |
ALASKA PERMANENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ALASKA PERMANENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Disciplinar y Histor y
Other Financial Industr y Activities and Affiliations
Code of Ethics Summar y and Offer of Deliver y to Clients
Brokerage Practices
Review of Accounts
Client Referrals and Other Compensation
Custody
Investment Discretion Voting Client Securities Financial Information
SUMMARY OF MATERIAL CHANGES
Effective July 1, 2014, Julee Duhrsen, CPA, CFA was promoted to Chief Compliance Officer. Ms. Duhrsen has more than 20 years of Alaskan based financial experience, and has been with APCM for more than 10 years. She will continue to oversee client repor ting, investment performance and our annual audit.
In spring of 2014, APCM formed the subsidiar y APCM Wealth Management for Individuals (AWMI), to provide advisory ser vices to individuals. AWMI Wealth Strategists will use por tfolio models developed by APCM to invest client assets. Trade execut...
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Disciplinar y Histor y
Other Financial Industr y Activities and Affiliations
Code of Ethics Summar y and Offer of Deliver y to Clients
Brokerage Practices
Review of Accounts
Client Referrals and Other Compensation
Custody
Investment Discretion Voting Client Securities Financial Information
SUMMARY OF MATERIAL CHANGES
Effective July 1, 2014, Julee Duhrsen, CPA, CFA was promoted to Chief Compliance Officer. Ms. Duhrsen has more than 20 years of Alaskan based financial experience, and has been with APCM for more than 10 years. She will continue to oversee client repor ting, investment performance and our annual audit.
In spring of 2014, APCM formed the subsidiar y APCM Wealth Management for Individuals (AWMI), to provide advisory ser vices to individuals. AWMI Wealth Strategists will use por tfolio models developed by APCM to invest client assets. Trade execut...
Unlock Full Investment Process Description
ALASKA PERMANENT Portfolio Concentration
ALASKA PERMANENT Location
900 W 5TH AVENUE, SUITE 601
ANCHORAGE, Alaska
UNITED STATES, 99501
ANCHORAGE, Alaska
UNITED STATES, 99501
ALASKA PERMANENT Contact Information
Phone Number: 907-272-7575
Fax Number: 907-272-7574
Website: http://www.apcm.net
Fax Number: 907-272-7574
Website: http://www.apcm.net
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