DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC

MCKINLEY ALASKA PRIVATE INVESTMENT, LLC, CRD 319075

ANCHORAGE, AK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6fda8dac-29de-3e0e-d39e-127825aa54c9

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 9
On other graphs: 3
Observed: Apr 12, 2022 to Jul 8, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Mckinley Alaska Private Investments, LLC

Private equity manager · cited, shared crd

Independent Sponsorsidentity

Mckinley Alaska Private Investments, LLC

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

Mckinley Alaska Private Investments, LLC

Manager with allocator commitments · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $206MItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $206M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Individual clients: 0
High net worth clients: 0
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $206M
SEC number: 801-125006
CRD: 319075
Filings on the tape: 11
First filed: Apr 12, 2022
Latest filed: Jul 8, 2026
Organised: Limited Liability Company, DE
Website: mckinley-alaska.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
NA'-NUK INVESTMENT FUND, L.P.	Private Equity Fund	$89.6M	Jul 3, 2024	4	Jan 31, 2020	reported	021-350228
NA'-NUK INVESTMENT FUND 2, L.P.	Private Equity Fund	$39.9M	Jul 3, 2024	1	Mar 27, 2024	reported	021-507316

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARNEY, JARED, MATTHEW	TRUSTEE, MCKINLEYMANAGEMENT, INC. VOTING TRUST	F	yes	12/2022	Apr 12, 2022	Jul 3, 2024
CARNEY, JARED, MATTHEW	VICE CHAIR	Na	yes	01/2020	Apr 12, 2022	Jul 3, 2024
GILLAM, ROBERT, ARTHUR	CHIEF EXECUTIVE OFFICER/PRESIDENT	Na	yes	03/2023	Apr 12, 2022	Jul 3, 2024
GILLAM, ROBERT, ARTHUR	TRUSTEE MCKINLEY MANAGEMENT, INC. VOTING TRUST	F	yes	11/2008	Apr 12, 2022	Jul 3, 2024
GILLAM, STACIA, TROESTER	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	Na	yes	01/2024	Apr 12, 2022	Jul 3, 2024
GILLAM, STACIA, TROESTER	TRUSTEE MCKINLEY MANAGEMENT, INC. VOTING TRUST	F	yes	11/2020	Apr 12, 2022	Jul 3, 2024
MCKINLEY MANAGEMENT, INC.	Owner	E	yes	01/2020	Apr 12, 2022	Jul 3, 2024
MCKINLEY MANAGEMENT, INC. VOTING TRUST, ROBERT A. GILLAM, STACIA T. GILLAM, JARED M. CARNEY, TTEES	SHAREHOLDER/MCKINLEY MANAGEMENT VOTING TRUST	E	yes	12/2022	Mar 27, 2024	Jul 3, 2024
MCKINLEY MANAGEMENT, LLC	Member	E	yes	02/2021	Mar 31, 2023	Jul 3, 2024
WALSER, IAN, JAMES	CHIEF FINANCIAL OFFICER	Na	yes	09/2022	Mar 31, 2023	Jul 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MCKINLEY CAPITAL MANAGEMENT, LLC	n/a	Former SEC adviser	$996M	N	yes	n/a
ALASKA GROWTH CAPITAL BIDCO INC	n/a	n/a	n/a	N	yes	n/a
MCKINLEY ALASKA PRIVATE INVESTMENT, LLC - SERIES 1	n/a	n/a	n/a	Y	yes	n/a
NA'-NUK 2 GP, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$206M	$206M	6	6	3	n/a
2024	Apr 17, 2025	$124M	$124M	5	5	3	n/a
2023	Mar 27, 2024	$136M	$136M	15	6	2	$130M
2022	Mar 31, 2023	$118M	$118M	22	6	1	$117M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$206M	$124M	66.8%	$118M	20.5%	6	5	0	0

Relationships

Affiliated with (2)

→ MCKINLEY CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← DENALI ADVISORS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Advises (2)

→ NA'-NUK INVESTMENT FUND, L.P.Private fundPrivate Equity Fund, IA
Jan 31, 2020 to presentfactForm ADV
→ NA'-NUK INVESTMENT FUND 2, L.P.Private fundPrivate Equity Fund, IA
Mar 27, 2024 to presentfactForm ADV

Controls (6)

← GILLAM, ROBERT, ARTHUROwnerTRUSTEE MCKINLEY MANAGEMENT, INC. VOTING TRUST, ownership code F, individual
Apr 12, 2022 to Jul 3, 2024factForm ADV
← CARNEY, JARED, MATTHEWOwnerTRUSTEE, MCKINLEYMANAGEMENT, INC. VOTING TRUST, ownership code F, individual
Apr 12, 2022 to Jul 3, 2024factForm ADV
← GILLAM, STACIA, TROESTEROwnerTRUSTEE MCKINLEY MANAGEMENT, INC. VOTING TRUST, ownership code F, individual
Apr 12, 2022 to Jul 3, 2024factForm ADV
← WALSER, IAN, JAMESOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 31, 2023 to Jul 3, 2024factForm ADV
← MCKINLEY MANAGEMENT, INC.OwnerOWNER, ownership code E, domestic entity
Apr 12, 2022 to Jul 3, 2024factForm ADV
← MCKINLEY MANAGEMENT, INC. VOTING TRUST, ROBERT A. GILLAM, STACIA T. GILLAM, JARED M. CARNEY, TTEESOwnerSHAREHOLDER/MCKINLEY MANAGEMENT VOTING TRUST, ownership code E, domestic entity
Mar 27, 2024 to Jul 3, 2024factForm ADV

Dated events

Occurred
Jul 3, 2024
Control person left
Ann Jill Mcleod (General Counsel) no longer on Schedule A of Mckinley Alaska Private Investments, Llc (listed 2024-03-27, absent 2024-07-03)
Form ADVobserved 6 days ago
Occurred
Jan 25, 2024
Control person left
Paul Kenneth Lenhart (Chief Operating Officer,) no longer on Schedule A of Mckinley Alaska Private Investments, Llc (listed 2023-05-02, absent 2024-01-25)
Form ADVobserved 6 days ago
Occurred
Jan 25, 2024
Control person left
Anne Deborah Lamb (Chief Compliance Officer) no longer on Schedule A of Mckinley Alaska Private Investments, Llc (listed 2023-05-02, absent 2024-01-25)
Form ADVobserved 6 days ago
Occurred
May 2, 2023
Control person left
Niles John Wanamaker (President) no longer on Schedule A of Mckinley Alaska Private Investments, Llc (listed 2023-03-31, absent 2023-05-02)
Form ADVobserved 6 days ago
Occurred
May 2, 2023
Control person left
Levi Joseph Jacobson (Vice President) no longer on Schedule A of Mckinley Alaska Private Investments, Llc (listed 2023-03-31, absent 2023-05-02)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Control person joined
Jill Mcleod (General Counsel) appeared on Schedule A of Mckinley Alaska Private Investments, Llc
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Control person joined
Ian Walser (Chief Financial Officer) appeared on Schedule A of Mckinley Alaska Private Investments, Llc
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Control person left
Lewis (J.L.) James Mccarrey (Senior Legal Counsel) no longer on Schedule A of Mckinley Alaska Private Investments, Llc (listed 2022-11-18, absent 2023-03-31)
Form ADVobserved 6 days ago
Occurred
Apr 12, 2022
First Form ADV filing
Mckinley Alaska Private Investments, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6fda8dac-29de-3e0e-d39e-127825aa54c9
First observed: Apr 12, 2022
Last observed: Jul 8, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC

MCKINLEY ALASKA PRIVATE INVESTMENT, LLC, CRD 319075

ANCHORAGE, AK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6fda8dac-29de-3e0e-d39e-127825aa54c9

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

NA'-NUK INVESTMENT FUND, L.P.

Private Equity Fund

$89.6M

Jul 3, 2024

Jan 31, 2020

reported

021-350228

NA'-NUK INVESTMENT FUND 2, L.P.

Private Equity Fund

$39.9M

Jul 3, 2024

Mar 27, 2024

reported

021-507316

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARNEY, JARED, MATTHEW

TRUSTEE, MCKINLEYMANAGEMENT, INC. VOTING TRUST

yes

12/2022

Apr 12, 2022

Jul 3, 2024

CARNEY, JARED, MATTHEW

VICE CHAIR

yes

01/2020

Apr 12, 2022

Jul 3, 2024

GILLAM, ROBERT, ARTHUR

CHIEF EXECUTIVE OFFICER/PRESIDENT

yes

03/2023

Apr 12, 2022

Jul 3, 2024

GILLAM, ROBERT, ARTHUR

TRUSTEE MCKINLEY MANAGEMENT, INC. VOTING TRUST

yes

11/2008

Apr 12, 2022

Jul 3, 2024

GILLAM, STACIA, TROESTER

CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER

yes

01/2024

Apr 12, 2022

Jul 3, 2024

GILLAM, STACIA, TROESTER

TRUSTEE MCKINLEY MANAGEMENT, INC. VOTING TRUST

yes

11/2020

Apr 12, 2022

Jul 3, 2024

MCKINLEY MANAGEMENT, INC.

Owner

yes

01/2020

Apr 12, 2022

Jul 3, 2024

MCKINLEY MANAGEMENT, INC. VOTING TRUST, ROBERT A. GILLAM, STACIA T. GILLAM, JARED M. CARNEY, TTEES

SHAREHOLDER/MCKINLEY MANAGEMENT VOTING TRUST

yes

12/2022

Mar 27, 2024

Jul 3, 2024

MCKINLEY MANAGEMENT, LLC

Member

yes

02/2021

Mar 31, 2023

Jul 3, 2024

WALSER, IAN, JAMES

CHIEF FINANCIAL OFFICER

yes

09/2022

Mar 31, 2023

Jul 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MCKINLEY CAPITAL MANAGEMENT, LLC

n/a

Former SEC adviser

$996M

yes

n/a

ALASKA GROWTH CAPITAL BIDCO INC

n/a

yes

n/a

MCKINLEY ALASKA PRIVATE INVESTMENT, LLC - SERIES 1

n/a

yes

n/a

NA'-NUK 2 GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$206M

n/a

2024

Apr 17, 2025

$124M

n/a

2023

Mar 27, 2024

$136M

$130M

2022

Mar 31, 2023

$118M

$117M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$206M

$124M

66.8%

$118M

20.5%