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Alaska Permanent Capital Management

Full company profile

uuid000f7b8

Namestring
Alaska Permanent Capital Management
Legal namestring
Alaska Permanent Capital Management LLC
Company typeenum
Private
Founded yearint
1992
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersAnchorage, United States
HQ citystring
Anchorage
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
investment management services, wealth advisory services, institutional asset management, portfolio management, ETF portfolio management
Industry2 codes
1Portfolio Management–Led RIAs (Discretionary/Model-Based)
CodeFSAAACACPrimaryYes
2Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
CodeFSAAACAGPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Investment Management
Social media profiles1 record
Cost components4 values
Personnel, Operations, Technology or R&D, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Alaska Permanent Capital Management provides investment management services for institutions and individuals, managing portfolios that include positions in ETFs such as iShares Core S&P Small-Cap ETF (IJR), Vanguard Total International Bond ETF (BNDX), and Global X Cybersecurity ETF (BUG). Through its wholly-owned subsidiary Alaska Wealth Advisors, the firm also delivers wealth advisory services.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Alaska Permanent Capital Management (APCM) is an institutional investment management firm. Based on the source data, APCM does not offer a proprietary product or service offering described as a distinct product/platform. The company appears to manage investment portfolios and holds positions in various ETFs including iShares Core S&P Small-Cap ETF (IJR), Vanguard Total International Bond ETF (BNDX), and Global X Cybersecurity ETF (BUG). No specific proprietary products, modules, or branded investment offerings are identified in the available source data.

Product and service2 records
1Institutional Investment Management
CategoryInvestment Management
Description

Discretionary investment management for institutional clients, evidenced by public disclosures of ETF holdings including iShares Core S&P Small-Cap ETF (IJR), Vanguard Total International Bond ETF (BNDX), and Global X Cybersecurity ETF (BUG).

2Wealth Advisory Services (Alaska Wealth Advisors)
CategoryWealth Advisory
Description

Wealth advisory services delivered through APCM's wholly-owned subsidiary Alaska Wealth Advisors, providing financial planning and wealth management support to clients.

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Peers8 records
TypeDirect peer
Description

Mid-sized U.S. investment manager offering portfolio solutions for institutional and individual investors. Comparable to APCM as a similarly scaled RIA managing multi-asset portfolios including ETFs and active mandates for institutional clients.

TypeBroad incumbent
Description

Large global OCIO and investment consulting firm serving institutions, foundations, and endowments. Comparable to APCM's institutional OCIO mandate space but operates at substantially greater scale and geographic reach.

TypeBroad incumbent
Description

National RIA providing wealth management and institutional OCIO services across multiple U.S. offices. Comparable to APCM via the Alaska Wealth Advisors HNW channel, but at much greater scale and with a multi-region footprint.

TypeBroad incumbent
Description

Large-scale provider of investment management, advisory, and processing services to institutional and wealth clients. Comparable to APCM through the institutional and advisor-channel lens, though it operates an entirely different scale and technology stack.

TypeDirect peer
Description

Institutional investment consulting firm serving endowments, foundations, and corporate plan sponsors with OCIO and advisory services. Comparable to APCM in its focus on institutional clients and discretionary/oversight mandates.

TypeBroad incumbent
Description

Multi-service financial firm offering investment management, custody, and advisory services to institutional and HNW clients. Comparable to APCM in serving institutional portfolios alongside wealth advisory relationships.

TypeBroad incumbent
Description

Global institutional asset manager and OCIO provider serving pensions, endowments, and advisors. Overlaps with APCM on the institutional consulting/discretionary mandate side, though at dramatically larger scale.

TypeRegional player
Description

Anchorage, Alaska-based institutional investment manager serving global and domestic clients with equity and fixed-income strategies. Directly comparable as a similarly sized, Alaska-headquartered RIA managing institutional portfolios.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Alaska Permanent Capital Management

Investment Managementapcm.net

Alaska Permanent Capital Management firmographics

Firmographics
Name
Alaska Permanent Capital Management
Legal name
Alaska Permanent Capital Management LLC
Website
https://www.apcm.net/
Company type
Private
Founded year
1992
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Alaska Permanent Capital Management industry classification

Industry
Product category
Investment Management
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
akta.pro secondary industry
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

  • Investment management services
  • Wealth advisory services
  • Institutional asset management
  • Portfolio management
  • ETF portfolio management

Where Alaska Permanent Capital Management is headquartered

Location

Headquarters

HQ city
Anchorage
HQ country
United States
HQ region
North America

Markets served

Alaska Permanent Capital Management business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales

Alaska Permanent Capital Management product offering

Product offering

Core offering

Alaska Permanent Capital Management provides investment management services for institutions and individuals, managing portfolios that include positions in ETFs such as iShares Core S&P Small-Cap ETF (IJR), Vanguard Total International Bond ETF (BNDX), and Global X Cybersecurity ETF (BUG). Through its wholly-owned subsidiary Alaska Wealth Advisors, the firm also delivers wealth advisory services.

Product overview

Alaska Permanent Capital Management (APCM) is an institutional investment management firm. Based on the source data, APCM does not offer a proprietary product or service offering described as a distinct product/platform. The company appears to manage investment portfolios and holds positions in various ETFs including iShares Core S&P Small-Cap ETF (IJR), Vanguard Total International Bond ETF (BNDX), and Global X Cybersecurity ETF (BUG). No specific proprietary products, modules, or branded investment offerings are identified in the available source data.

Differentiator

Problem solved

Functional benefit

Products and services

  • Institutional Investment Management Discretionary investment management for institutional clients, evidenced by public disclosures of ETF holdings including iShares Core S&P Small-Cap ETF (IJR), Vanguard Total International Bond ETF (BNDX), and Global X Cybersecurity ETF (BUG).
  • Wealth Advisory Services (Alaska Wealth Advisors) Wealth advisory services delivered through APCM's wholly-owned subsidiary Alaska Wealth Advisors, providing financial planning and wealth management support to clients.

Companies that use Alaska Permanent Capital Management

Customer profile

Segments1 record

Ideal customer profiles1 record

Alaska Permanent Capital Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Alaska Permanent Capital Management partnerships and signals

Strategic signal

Recent moves4 records

Expansion highlights3 records

Alaska Permanent Capital Management competitors and assessment

Company assessment

Direct peers

  • Manning & Napier: Mid-sized U.S. investment manager offering portfolio solutions for institutional and individual investors. Comparable to APCM as a similarly scaled RIA managing multi-asset portfolios including ETFs and active mandates for institutional clients.
  • Callan LLC: Institutional investment consulting firm serving endowments, foundations, and corporate plan sponsors with OCIO and advisory services. Comparable to APCM in its focus on institutional clients and discretionary/oversight mandates.

Broad incumbents

  • Cambridge Associates: Large global OCIO and investment consulting firm serving institutions, foundations, and endowments. Comparable to APCM's institutional OCIO mandate space but operates at substantially greater scale and geographic reach.
  • Mercer Advisors: National RIA providing wealth management and institutional OCIO services across multiple U.S. offices. Comparable to APCM via the Alaska Wealth Advisors HNW channel, but at much greater scale and with a multi-region footprint.
  • SEI Investments: Large-scale provider of investment management, advisory, and processing services to institutional and wealth clients. Comparable to APCM through the institutional and advisor-channel lens, though it operates an entirely different scale and technology stack.
  • Brown Brothers Harriman Investor Services: Multi-service financial firm offering investment management, custody, and advisory services to institutional and HNW clients. Comparable to APCM in serving institutional portfolios alongside wealth advisory relationships.
  • Russell Investments: Global institutional asset manager and OCIO provider serving pensions, endowments, and advisors. Overlaps with APCM on the institutional consulting/discretionary mandate side, though at dramatically larger scale.

Regional players

  • McKinley Capital Management: Anchorage, Alaska-based institutional investment manager serving global and domestic clients with equity and fixed-income strategies. Directly comparable as a similarly sized, Alaska-headquartered RIA managing institutional portfolios.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

Alaska Permanent Capital Management social profiles

Digital presence

Alaska Permanent Capital Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Alaska Permanent Capital Management leadership team

Management profile

Number of profiles

Alaska Permanent Capital Management subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Alaska Permanent Capital Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Alaska Permanent Capital Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alaska Permanent Capital Management

What does Alaska Permanent Capital Management do?

Alaska Permanent Capital Management provides investment management services for institutions and individuals, managing portfolios that include positions in ETFs such as iShares Core S&P Small-Cap ETF (IJR), Vanguard Total International Bond ETF (BNDX), and Global X Cybersecurity ETF (BUG). Through its wholly-owned subsidiary Alaska Wealth Advisors, the firm also delivers wealth advisory services.

Is Alaska Permanent Capital Management a public or private company?

Alaska Permanent Capital Management is a private company. It is classified as unknown and is currently operating.

When was Alaska Permanent Capital Management founded?

Alaska Permanent Capital Management was founded in 1992. It employs 11 to 50 people.

Where is Alaska Permanent Capital Management based?

Alaska Permanent Capital Management is headquartered in Anchorage, United States, in the North America region.

Who are Alaska Permanent Capital Management's main competitors?

Direct peers on record are Manning & Napier and Callan LLC. Broad incumbents are Cambridge Associates, Mercer Advisors, SEI Investments, Brown Brothers Harriman Investor Services and Russell Investments. McKinley Capital Management is listed as a regional player.

Does Alaska Permanent Capital Management have an API?

No public API is recorded for Alaska Permanent Capital Management.

What industry is Alaska Permanent Capital Management in?

Alaska Permanent Capital Management's product category is Investment Management. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
Defense WorldiShares Core S&P Small-Cap ETF $IJR is Guidance Capital Inc.’s 2nd Largest PositionGuidance Capital Inc. increased its stake in iShares Core S&P Small-Cap ETF by 5.4% in the fourth quarter, making it the firm's second-largest position at approximately 8.0% of its portfolio, valued at $32.3 million as of the most recent reporting period. Multiple other institutional investors, including Crewe Advisors, Empirical Financial Services, Alaska Permanent Capital Management, Latko Wealth Management, and Fortitude Family Office, also increased their holdings in the ETF during the third and fourth quarters. The ETF tracks the S&P SmallCap 600 Index and has a market capitalization of $98.34 billion.Defense WorldCountry Trust Bank Has $52.11 Million Stake in Vanguard Total International Bond ETF $BNDXCountry Trust Bank grew its stake in Vanguard Total International Bond ETF (BNDX) by 1.6% during the fourth quarter, holding 1,078,391 shares worth approximately $52.1 million as of its most recent SEC filing. The ETF also recently increased its dividend to $0.1117 per share from $0.10, paid on April 6th to investors of record as of April 1st. Several other institutional investors, including Alaska Permanent Capital Management, Flagstone Financial Management, and Human Investing LLC, also increased their holdings in BNDX during the third quarter.GlobeNewswireAlaska Permanent Capital Management to be acquired by holding company, Blue Umbrella, LLCAlaska Permanent Capital Management announced it is being acquired by Blue Umbrella, LLC, with the deal expected to close by March 2025. Blue Umbrella will become majority owner, and CEO Evan Rose will transition to Chief Compliance Officer, while CEO Laura Bruce remains with Alaska Wealth Advisors.BenzingaAlaska Permanent Capital Management to be acquired by holding company, Blue Umbrella, LLCAlaska Permanent Capital Management is being acquired by Blue Umbrella, LLC, with the deal expected to close by March 2025. Blue Umbrella will become majority owner, and CEO Evan Rose will transition to Chief Compliance Officer, while CEO Laura Bruce remains with Alaska Wealth Advisors.