Alaska Investment Management Llc
State-registered
Endowment & Foundation Advisor · Small ($100M–$1B)
CRD 333034
· Anchorage, AK
· www.linkedin.com
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ADV data as of Jun 29, 2026
- Regulatory AUM
- $104M
- Discretionary
- $91.1M
- Clients
- 5
- Avg AUM / client
- $20.7M
- Accounts
- 8
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 1 | $10.1M | 9.78% |
| Charitable organizations | 1 | $43.4M | 41.9% |
| Insurance companies | 1 | $10.1M | 9.74% |
| Corporations and other businesses | 1 | $22.5M | 21.7% |
| Other | 1 | $17.4M | 16.8% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam C Tosh | Registered representative | CFA | Apr 2025 (1y) |
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) | 06/29/2026 | 1.09 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
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- U.S. Bank $70.9M (68% of AUM) Jun 2026
- Principal Bank $10.1M (10% of AUM) Jun 2026
- First Hawaiian Bank $10.1M (10% of AUM) Jun 2026
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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗