Alaska Permanent Capital Management, Llc
- Regulatory AUM
- $4.4B
- Discretionary
- $4.3B
- Clients
- 90
- Avg AUM / client
- $48.9M
- Accounts
- 187
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 1 | $104M | 2.36% |
| Charitable organizations | 27 | $598M | 13.6% |
| State or municipal government entities | 32 | $2.9B | 66.9% |
| Corporations and other businesses | 30 | $753M | 17.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rose, Frances, Helaine | Director | Jul 1992 (34y) | 25% – 50% | |
| Rose, Evan, Denali | Pres/Ceo/Chairman/Cco | Jun 2006 (20y) | 50% – 75% | |
| Brandy Romer Niclai | Officer Shareholder | CFA | Jan 2009 (18y) | Less than 5% |
| Lierman, William, Joseph | Officer Shareholder | Feb 2012 (15y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Northern Trust $1.2B (27% of AUM) Apr 2026
- Principal Financial $1.1B (26% of AUM) Apr 2026
- Wells Fargo $1.1B (28% of AUM) Nov 2022
- Charles Schwab & Co. $588M (13% of AUM) Apr 2026
- Keybank National Association $502M (11% of AUM) Apr 2026
- BNY Mellon $165M (6% of AUM) Oct 2020
- U.S. Bank $152M (5% of AUM) Oct 2020
- First National Bank Of Omaha $144M (5% of AUM) Oct 2020
- UBS $7.0M (0% of AUM) Oct 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗