ALASKA PERMANENT CAPITAL MANAGEMENT

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Alaska Permanent Capital Management is based out of Anchorage. Alaska Permanent Capital Management is a large advisory firm with 69 clients and discretionary assets under management (AUM) of $2,412,922,640 (Form ADV from 2019-04-22). Their last reported 13F filing for Q1 2019 included $616,576,000 in managed 13F securities and a top 10 holdings concentration of 83.11%. Alaska Permanent Capital Management's largest holding is SPDR S&P 500 ETF Trust with shares held of 402,401. Alaska Permanent Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 47 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $616.576 Million
  • Prior Market Value $515.622 Million
  • New Purchases11 stocks
  • Additional Purchases13 stocks
  • Sold out of2 stocks
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 83.11 %
  • Turnover % [1]:38.24%
  • Turnover Alt % [2]: 10.85 %
  • Time Held Top20:13.55 quarters
  • Time Held Top10:14.60 quarters
  • Time Held All:9.76 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 1.81%
Performance Last 4 Quarters: 1.35%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR/A (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ALASKA PERMANENT CAPITAL MANAGEMENT CO
900 W 5TH AVENUE, SUITE 601
ANCHORAGE AK    99501
Country: United States

Business Phone: 907-272-7575
Fax: 907-272-7574
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: AK
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 69
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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ALASKA PERMANENT CAPITAL MANAGEMENT CO

ownership team - last updated 2019-03-04
Name Title Start Date Direct/Indirect % Ownership
ROSE, FRANCES, HELAINE DIRECTOR 07/01/1992 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR direct 1992-07-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO SEC/TREASURER direct 1991-04-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/COMPLIANCE OFFICER direct 1991-04-01 2004-03-26
CUDDY, JUDITH, JANE SHAREHOLDER 07/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO SHAREHOLDER direct 1992-07-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1991-04-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/SENIOR VICE PRESIDENT direct 1998-06-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO SVP RESEARCH/DIRECTOR direct 1992-07-01 2005-01-10
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR direct 1992-07-01 2007-03-30
JAHNSEN, PETTER, SIGURD SHAREHOLDER 07/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO SHAREHOLDER direct 1994-07-01
LATASH INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER/CIO direct 2004-10-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1995-07-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/SENIOR VICE PRESIDENT/CHIEF INVESTMENT OFFICER direct 1998-07-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR direct 1994-07-01 2005-01-10
LATASH INVESTMENTS, LLC CIO, HEAD OF COMPLIANCE direct 2004-10-01 2005-06-23
ROSE, EVAN, DENALI PRES/CEO/CHAIRMAN 06/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN direct 2006-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO direct 2014-04-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO indirect 2014-04-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1999-05-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/CHIEF OPERATING OFFICER direct 2003-04-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO COO/COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2004-04-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO CEO/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2006-03-16
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 2006-06-01 2012-05-09
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER direct 2006-06-01 2014-03-24
PANTAGES, JEFFREY, BRUCE SHAREHOLDER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR / CHIEF INVESTMENT OFFICER direct 2005-01-01
MEMBERS CAPITAL ADVISORS, INC. SENIOR VICE PRESIDENT direct 1998-03-01 2003-03-25
ALASKA PERMANENT CAPITAL MANAGEMENT CO CHIEF INVESTMENT OFFICER direct 2005-01-01 2007-03-30
NICLAI, BRANDY, ROMER OFFICER SHAREHOLDER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO OFFICER SHAREHOLDER direct 2012-02-01
LIERMAN, WILLIAM, JOSEPH OFFICER SHAREHOLDER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO OFFICER SHAREHOLDER direct 2012-02-01
FARLEY, JULEE, CHRISTINE CHIEF COMPLIANCE OFFICER 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO CHIEF COMPLIANCE OFFICER direct 2014-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CCO direct 2014-07-01

ALASKA PERMANENT CAPITAL MANAGEMENT CO

ownership team - last updated 2017-03-24
Name Title Start Date Direct/Indirect % Ownership
ROSE, FRANCES, HELAINE DIRECTOR 07/01/1992 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR direct 1992-07-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO SEC/TREASURER direct 1991-04-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/COMPLIANCE OFFICER direct 1991-04-01 2004-03-26
CUDDY, JUDITH, JANE SHAREHOLDER 07/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO SHAREHOLDER direct 1992-07-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1991-04-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/SENIOR VICE PRESIDENT direct 1998-06-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO SVP RESEARCH/DIRECTOR direct 1992-07-01 2005-01-10
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR direct 1992-07-01 2007-03-30
JAHNSEN, PETTER, SIGURD SHAREHOLDER 07/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO SHAREHOLDER direct 1994-07-01
LATASH INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER/CIO direct 2004-10-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1995-07-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/SENIOR VICE PRESIDENT/CHIEF INVESTMENT OFFICER direct 1998-07-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR direct 1994-07-01 2005-01-10
LATASH INVESTMENTS, LLC CIO, HEAD OF COMPLIANCE direct 2004-10-01 2005-06-23
ROSE, EVAN, DENALI PRES/CEO/CHAIRMAN 06/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN direct 2006-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO direct 2014-04-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO indirect 2014-04-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1999-05-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/CHIEF OPERATING OFFICER direct 2003-04-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO COO/COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2004-04-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO CEO/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2006-03-16
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 2006-06-01 2012-05-09
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER direct 2006-06-01 2014-03-24
PANTAGES, JEFFREY, BRUCE DIRECTOR / CHIEF INVESTMENT OFFICER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR / CHIEF INVESTMENT OFFICER direct 2005-01-01
MEMBERS CAPITAL ADVISORS, INC. SENIOR VICE PRESIDENT direct 1998-03-01 2003-03-25
ALASKA PERMANENT CAPITAL MANAGEMENT CO CHIEF INVESTMENT OFFICER direct 2005-01-01 2007-03-30
NICLAI, BRANDY, ROMER OFFICER SHAREHOLDER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO OFFICER SHAREHOLDER direct 2012-02-01
LIERMAN, WILLIAM, JOSEPH OFFICER SHAREHOLDER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO OFFICER SHAREHOLDER direct 2012-02-01
DUHRSEN, JULEE, FARLEY CHIEF COMPLIANCE OFFICER 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO CHIEF COMPLIANCE OFFICER direct 2014-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CCO direct 2014-07-01

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