MCKINLEY ALASKA PRIVATE INVESTMENT, LLC of ANCHORAGE, AK is an SEC-registered investment adviser (CRD 319075). Regulatory assets under management: $206.2M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Robert Arthur Gillam | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/PRESIDENT; PRESIDENT (+1 more) | Anchorage, AK |
| Jared Matthew Carney | TRUSTEE, MCKINLEYMANAGEMENT, INC. VOTING TRUST; VICE CHAIR | — |
| Stacia Troester Gillam | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER, PRESIDENT (+1 more) | — |
| GILLAM ROBERT ARTHUR | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/PRESIDENT; TRUSTEE MCKINLEY MANAGEMENT, INC. VOTING TRUST | — |
| LAMB DEBORAH ANNE | CHIEF COMPLIANCE OFFICER | — |
| MCCARREY JAMES LEWIS JL | SENIOR LEGAL COUNSEL; TRUSTEE MCKINLEY MANAGEMENT, INC. VOTING TRUST | — |
| CARNEY JOSEPH MATTHEW | TRUSTEE, MCKINLEYMANAGEMENT, INC. VOTING TRUST; VICE CHAIR | — |
| LENHART KENNETH PAUL | CHIEF OPERATING OFFICER,; CHIEF OPERATING OFFICER, INTERIM CHIEF FINANCIAL OFFICER | — |
| GILLAM STACIA RENEE | CHIEF STRATEGY OFFICER; TRUSTEE MCKINLEY MANAGEMENT, INC. VOTING TRUST | — |
| WANAMAKER JOHN NILES | PRESIDENT | — |
| JACOBSON JOSEPH LEVI | VICE PRESIDENT | — |
| McLeod Jill | GENERAL COUNSEL | — |
| Walser Ian | CHIEF FINANCIAL OFFICER | — |
| WALSER IAN JAMES | CHIEF FINANCIAL OFFICER | — |
| MCLEOD JILL ANN | GENERAL COUNSEL | — |
| GILLAM STACIA TROESTER | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; TRUSTEE MCKINLEY MANAGEMENT, INC. VOTING TRUST | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2015-04-24 | regulatory | THE CONSENT ORDER AND PENALTY RELATE TO A PRIVATE PLACEMENT IN CONNECTION WITH WHICH THE ADVISORY AFFILIATE DIDNOT TIMELY SUBMIT A NOTICE FILING UNDER THE ALASKA SECURITIES ACT IN RESPECT OF SALES MADE IN ALASKA. | Final | $5K |
Private Equity Fund: 2 · Other Private Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| NA'-NUK INVESTMENT FUND, L.P. | Private Equity Fund | Delaware | 4 | $84.2M | $1.0M |
| NA'-NUK INVESTMENT FUND 2, L.P. | Private Equity Fund | Delaware | 10 | $67.2M | $1.0M |
| MCKINLEY ALYESCHEM HOLDINGS, LLC | Other Private Fund | Delaware | 7 | $54.9M | $1.0M |