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 06/30/16. The fund's latest filing disclosed 387MM in positions, representing 13% of the manager's regulatory AUM.

ALASKA PERMANENT StockAlpha

-5.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

ALASKA PERMANENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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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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ALASKA PERMANENT Portfolio Concentration

ALASKA PERMANENT Location

900 W 5TH AVENUE, SUITE 601
ANCHORAGE, Alaska
UNITED STATES, 99501

ALASKA PERMANENT Contact Information

Phone Number: 907-272-7575
Fax Number: 907-272-7574
Website:

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