Alaska Permanent Capital Management Co (Anchorage)

Name: Alaska Permanent Capital Management Co
Address: 900 W 5 Th Avenue, Suite 601, Anchorage, AK, 99501
Telephone: 907-272-7575

Alaska Permanent Capital Management Co is a large advisory firm based in Anchorage. It manages $2.54 billion of regulatory assets for 139 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Alaska.

Alaska Permanent Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and supervisory investment management. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Alaska Permanent Capital Management: assets under management

The assets under management (AUM) of Alaska Permanent Capital Management Co is $2.54 billion. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.41 billion in discretionary accounts and $123.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $41.19 million.

Investments

The firm invests in government bonds the most. They account for 52% of the total AUM. The second-largest asset type is exchange traded securities, which make up 24% of the firm’s portfolio. Investments in investment grade corporate bonds form 14% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alaska Permanent Capital Management Co for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Frances Helaine Rose serves?

The firm provides services to charitable organizations, corporations or other businesses, and state or municipal government entities. The largest group of clients of Frances Helaine Rose is state or municipal government entities with 28 clients and $1.87 billion of assets under management. Among the 9 most similar advisory firms, Alaska Permanent Capital Management has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $2.53 billion for 69 clients. None of the firm’s clients are foreign persons or businesses.

Alaska Permanent Capital Management doesn't advise any private funds.

Careers at Alaska Permanent Capital Management Co

The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Frances Helaine Rose has been acting as President since 1 Jul 1992. Petter Sigurd Jahnsen has served as the Chief Investment Officer since 1 Jul 1998. Julee Farley Duhrsen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frances Helaine Rose	Sec/treasurer	1 Apr 1991	25% - 50%	4349787
David Allen Rose	President	1 Apr 1991	25% - 50%	4349777
Judith Jane Cuddy	Vice president	1 Apr 1991	Other	1294347
Frances Helaine Rose	Director	1 Jul 1992	25% - 50%	4349787
Judith Jane Cuddy	Shareholder	1 Jul 1992	Other	1294347
David Allen Rose	President/ceo	1 Jul 1992	25% - 50%	4349777
Petter Sigurd Jahnsen	Shareholder	1 Jul 1994	Other	1161297
Bertram Linton Wagnon	Director/svp investments	1 Jun 1995	Other	2459117
Petter Sigurd Jahnsen	Vice president	1 Jul 1995	Other	1161297
Bertram Linton Wagnon	Vice president	1 Jul 1996	Other	2459117
Evan Denali Rose	Coo/compliance officer/director	1 Mar 1998	Other	1375859
Judith Jane Cuddy	Director/senior vice president	1 Jun 1998	Other	1294347
Petter Sigurd Jahnsen	Director/senior vice president/chief investment officer	1 Jul 1998	Other	1161297
Mary Lou Pratt	Vice president	1 Apr 1999	Other	4781804
Evan Denali Rose	Vice president	1 May 1999	Other	1375859
Bertram Linton Wagnon	Director/senior vice president	1 Jun 2000	Other	2459117
Alan Randolph Sears	Vice president	1 Oct 2000	Other	1132614
Evan Denali Rose	Director/chief operating officer	1 Apr 2003	Other	1375859
Jeffrey Bruce Pantages	Director / chief investment officer	1 Jan 2005	Other	1234251
Evan Denali Rose	Pres/ceo/chairman	1 Jun 2006	50% - 75%	1375859
Brandy Romer Niclai	Officer shareholder	1 Feb 2012	Other	4291657
William Joseph Lierman	Officer shareholder	1 Feb 2012	Other	6037378
Julee Farley Duhrsen	Chief compliance officer	1 Jun 2014	Other	6364780
Julee Christine Farley	Chief compliance officer	1 Jun 2014	Other	6364780

Based in Anchorage

The principal office where Alaska Permanent Capital Management Co performs its advisory services is located at 900 W 5 Th Avenue, Suite 601, Anchorage, AK 99501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 907-272-7575 or by fax 907-272-7574. The normal business hours are 6 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at apcm.net.