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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

CRD 106233

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:879d6e91-ea3a-2673-1b81-b925162f2f04

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 2
Observed: Mar 27, 2012 to Apr 30, 2026
37 observations

Across DFX

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

Family Officesidentity

F L Putnam Investment Management Co.

Family office · shared crd

RIA / Wealth Managementidentity

F L PUTNAM INVESTMENT MANAGEMENT CO.

Registered adviser · shared crd

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.83 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.4BItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.3B
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: 1
RAUM per advisor: $4.4Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 187
SEC number: 801-40501
CIK: 1426771
CRD: 106233
Filings on the tape: 37
First filed: Mar 27, 2012
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, AK
Website: apcm.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRANDY ROMER NICLAI	Chartered Financial Analyst	ANCHORAGE, AK	17	25	1	no

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
ROSE, EVAN, DENALI	PRES/CEO/CHAIRMAN/CCO	D	yes	06/2006	Mar 27, 2012	Mar 28, 2024
LIERMAN, WILLIAM, JOSEPH	OFFICER SHAREHOLDER	Na	no	02/2012	Mar 27, 2012	Mar 28, 2024
NICLAI, BRANDY, ROMER	OFFICER SHAREHOLDER	Na	no	02/2012	Mar 27, 2012	Mar 28, 2024
ROSE, FRANCES, HELAINE	Director	C	no	07/1992	Mar 27, 2012	Mar 28, 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
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC	n/a	Independent wealth	$1.2B	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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$4.4B	$4.3B	13	10	0	n/a	n/a
2024	Apr 10, 2025	$4.1B	$4.0B	11	8	0	n/a	n/a
2023	Mar 28, 2024	$4.0B	$4.0B	13	10	0	n/a	n/a
2022	Jan 24, 2023	$3.5B	$3.5B	13	8	0	n/a	n/a
2021	Feb 18, 2022	$3.7B	$3.7B	13	8	0	n/a	n/a
2020	Mar 29, 2021	$3.2B	$3.2B	13	8	0	n/a	n/a
2019	Mar 30, 2020	$3.0B	$2.9B	11	8	0	n/a	n/a
2018	Mar 4, 2019	$2.5B	$2.4B	11	7	0	n/a	n/a
2017	Mar 28, 2018	$2.3B	$2.2B	11	6	0	n/a	n/a
2016	Mar 24, 2017	$2.4B	$2.3B	12	7	n/a	n/a	n/a
2015	Mar 28, 2016	$2.9B	$2.8B	13	7	n/a	n/a	n/a
2014	Mar 24, 2015	$2.9B	$2.8B	15	7	n/a	n/a	n/a
2013	Mar 24, 2014	$2.8B	$2.7B	13	7	n/a	n/a	n/a
2012	Mar 27, 2013	$2.6B	$2.6B	13	7	n/a	n/a	n/a
2011	Mar 27, 2012	$2.5B	$2.5B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$4.4B	$4.1B	7.6%	$3.5B	7.5%	13	11	0	0

Relationships

Affiliated with (2)

← ALASKA WEALTH ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV
→ ALASKA WEALTH ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (2)

← BRANDY ROMER NICLAIAdvisorregistration: current employment
Jan 28, 2009 to presentfactForm ADV
← LAURA GERBER BRUCEAdvisorregistration: previous registration
Feb 7, 2008 to Feb 12, 2015factForm ADV

Controls (1)

← ROSE, EVAN, DENALIOwnerPRES/CEO/CHAIRMAN/CCO, ownership code D, individual
Mar 27, 2012 to Mar 28, 2024factForm ADV

Owns (3)

← NICLAI, BRANDY, ROMEROwnerOFFICER SHAREHOLDER, ownership code NA, individual
Mar 27, 2012 to Mar 28, 2024factForm ADV
← ROSE, FRANCES, HELAINEOwnerDIRECTOR, ownership code C, individual
Mar 27, 2012 to Mar 28, 2024factForm ADV
← LIERMAN, WILLIAM, JOSEPHOwnerOFFICER SHAREHOLDER, ownership code NA, individual
Mar 27, 2012 to Mar 28, 2024factForm ADV

Dated events

Occurred
Jan 24, 2023
Control person left
Elizabeth Kimberly Butler (Cco) no longer on Schedule A of Alaska Permanent Capital Management, Llc (listed 2022-11-04, absent 2023-01-24)
Form ADVobserved 6 days ago
Occurred
Feb 18, 2022
Control person joined
Elizabeth Kimberly Butler (Cco) appeared on Schedule A of Alaska Permanent Capital Management, Llc
Form ADVobserved 6 days ago
Occurred
Nov 20, 2020
Control person left
Christine Julee Farley (Chief Compliance Officer) no longer on Schedule A of Alaska Permanent Capital Management, Llc (listed 2020-11-04, absent 2020-11-20)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:879d6e91-ea3a-2673-1b81-b925162f2f04
First observed: Mar 27, 2012
Last observed: Apr 30, 2026 4 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.

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

CRD 106233

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:879d6e91-ea3a-2673-1b81-b925162f2f04

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRANDY ROMER NICLAI

Chartered Financial Analyst

ANCHORAGE, AK

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROSE, EVAN, DENALI

PRES/CEO/CHAIRMAN/CCO

yes

06/2006

Mar 27, 2012

Mar 28, 2024

LIERMAN, WILLIAM, JOSEPH

OFFICER SHAREHOLDER

02/2012

Mar 27, 2012

Mar 28, 2024

NICLAI, BRANDY, ROMER

OFFICER SHAREHOLDER

02/2012

Mar 27, 2012

Mar 28, 2024

ROSE, FRANCES, HELAINE

Director

07/1992

Mar 27, 2012

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

n/a

Independent wealth

$1.2B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$4.4B

$4.3B

n/a

2024

Apr 10, 2025

$4.1B

$4.0B

n/a

2023

Mar 28, 2024

$4.0B

n/a

2022

Jan 24, 2023

$3.5B

n/a

2021

Feb 18, 2022

$3.7B

n/a

2020

Mar 29, 2021

$3.2B

n/a

2019

Mar 30, 2020

$3.0B

$2.9B

n/a

2018

Mar 4, 2019

$2.5B

$2.4B

n/a

2017

Mar 28, 2018

$2.3B

$2.2B

n/a

2016

Mar 24, 2017

$2.4B

$2.3B

n/a

2015

Mar 28, 2016

$2.9B

$2.8B

n/a

2014

Mar 24, 2015

$2.9B

$2.8B

n/a

2013

Mar 24, 2014

$2.8B

$2.7B

n/a

2012

Mar 27, 2013

$2.6B

n/a

2011

Mar 27, 2012

$2.5B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.4B

$4.1B

7.6%

$3.5B

7.5%