DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mckinley Alaska Private Investments, LLC
Legal name Mckinley Alaska Private Investment, LLC
Latest filing Jul 8, 2026
First filing on the tape Apr 12, 2022 · 11 filings
SEC status approved since May 13, 2022
RAUM
$206M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$206M as of Jul 8, 2026
Mar 31, 2023$118M then
HNW client RAUM$0 as of Jul 8, 2026
Mar 31, 2023$0 then
State-registered IARs (5.B.3)0 as of Jul 8, 2026
Mar 31, 20230 then
Employees (5.A)6 as of Jul 8, 2026
Mar 31, 202322 then
Private funds3 as of Jul 8, 2026
Mar 31, 20231 then
RAUM +67% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 8, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $68.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +67%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $206M, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$206M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $206M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Na'-Nuk Investment Fund, L.P. | Private Equity Fund | $89.6M | 4 | Jan 31, 2020 |
| Na'-Nuk Investment Fund 2, L.P. | Private Equity Fund | $39.9M | 1 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Matthew Jared Carney · Vice Chaircontrolsince 01/2020 · owns less than 5%
- Arthur Robert Gillam · Chief Executive Officer/Presidentcontrolsince 03/2023 · owns less than 5%
- Troester Stacia Gillam · Chief Compliance Officer, Chief Operating Officercontrolsince 01/2024 · owns less than 5%
- James Ian Walser · Chief Financial Officercontrolsince 09/2022 · owns less than 5%
- Matthew Jared Carney · Trustee, Mckinleymanagement, Inc. Voting Trustcontrolsince 12/2022 · owns F of Mckinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees
- Arthur Robert Gillam · Trustee Mckinley Management, Inc. Voting Trustcontrolsince 11/2008 · owns F of Mckinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees
- Troester Stacia Gillam · Trustee Mckinley Management, Inc. Voting Trustcontrolsince 11/2020 · owns F of Mckinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees
Entity owners
- Mckinley Management, Inc. · Ownerdirect · owns 75% or more
- Mckinley Management, LLC · Memberdirect · owns 75% or more
- Mckinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees · Shareholder/Mckinley Management Voting Trustindirect · owns 75% or more of Mckinley Management, Inc.
Related persons
Schedule D 7.A
- Alaska Growth Capital Bidco Incn
- Mckinley Alaska Private Investment, LLC - Series 1pooled vehicle sponsory
- Mckinley Capital Management, LLCinvestment adviserpooled vehicle sponsornRAUM $996M
- Na'-Nuk 2 Gp, LLCpooled vehicle sponsory
Advisers that list Mckinley Alaska Private Investments, LLC as a related person
- 110242 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 27, 2026RAUM (Item 5.F) moved from $123,614,682 to $206,225,201 (+67.0%) between the annual amendments of 2025-04-17 and 2026-03-27; the peer median change was +4.0% (1148 comparable advisers, 93.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 93% percentile
What changed
consecutive filings, newest first
- Advisory employees · 5 to 6Apr 17, 2025 to Mar 27, 2026
- Assets in custody · $124M to $206MApr 17, 2025 to Mar 27, 2026
- Employees · 5 to 6Apr 17, 2025 to Mar 27, 2026
- Discretionary RAUM · $124M to $206MApr 17, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $124M to $206MApr 17, 2025 to Mar 27, 2026
- RAUM · $124M to $206MApr 17, 2025 to Mar 27, 2026
- Advisory employees · 6 to 5Jul 3, 2024 to Apr 17, 2025
- Pooled vehicle clients · 2 to 3Jul 3, 2024 to Apr 17, 2025
- Assets in custody · $136M to $124MJul 3, 2024 to Apr 17, 2025
- Employees · 15 to 5Jul 3, 2024 to Apr 17, 2025
- Financial planning clients · unset to Jul 3, 2024 to Apr 17, 2025
- Private funds · 2 to 3Jul 3, 2024 to Apr 17, 2025
- Discretionary RAUM · $136M to $124MJul 3, 2024 to Apr 17, 2025
- Pooled vehicle RAUM · $130M to $124MJul 3, 2024 to Apr 17, 2025
- RAUM · $136M to $124MJul 3, 2024 to Apr 17, 2025
- Related adviser · true to falseJul 3, 2024 to Apr 17, 2025
- Pooled vehicle clients · 3 to 2Jan 25, 2024 to Mar 27, 2024
- Assets in custody · $118M to $136MJan 25, 2024 to Mar 27, 2024
- Employees · 22 to 15Jan 25, 2024 to Mar 27, 2024
- Private funds · 1 to 2Jan 25, 2024 to Mar 27, 2024
- Discretionary RAUM · $118M to $136MJan 25, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $118M to $130MJan 25, 2024 to Mar 27, 2024
- RAUM · $118M to $136MJan 25, 2024 to Mar 27, 2024
- Legal name · MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC to MCKINLEY ALASKA PRIVATE INVESTMENT, LLCMar 31, 2023 to May 2, 2023
- Accounts · 1 to 3Nov 18, 2022 to Mar 31, 2023
- Advisory activities · 3 to 4Nov 18, 2022 to Mar 31, 2023
- Pooled vehicle clients · 1 to 3Nov 18, 2022 to Mar 31, 2023
- Assets in custody · unset to 117773790.0Nov 18, 2022 to Mar 31, 2023
- Custody of client assets · false to trueNov 18, 2022 to Mar 31, 2023
- Employees · 6 to 22Nov 18, 2022 to Mar 31, 2023
- Discretionary RAUM · $117M to $118MNov 18, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $117M to $118MNov 18, 2022 to Mar 31, 2023
- RAUM · $117M to $118MNov 18, 2022 to Mar 31, 2023
Signals
9 dated events
- Ann Jill Mcleod (General Counsel) no longer on Schedule A of Mckinley Alaska Private Investments, Llc (listed 2024-03-27, absent 2024-07-03)Jul 3, 2024 · Control person left · inference
- 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)Jan 25, 2024 · Control person left · inference
- 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)Jan 25, 2024 · Control person left · inference
- Niles John Wanamaker (President) no longer on Schedule A of Mckinley Alaska Private Investments, Llc (listed 2023-03-31, absent 2023-05-02)May 2, 2023 · Control person left · inference
- Levi Joseph Jacobson (Vice President) no longer on Schedule A of Mckinley Alaska Private Investments, Llc (listed 2023-03-31, absent 2023-05-02)May 2, 2023 · Control person left · inference
- Jill Mcleod (General Counsel) appeared on Schedule A of Mckinley Alaska Private Investments, LlcMar 31, 2023 · Control person joined · fact
- Ian Walser (Chief Financial Officer) appeared on Schedule A of Mckinley Alaska Private Investments, LlcMar 31, 2023 · Control person joined · fact
- 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)Mar 31, 2023 · Control person left · inference
- Mckinley Alaska Private Investments, Llc filed its initial SEC registration (Form ADV)Apr 12, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Mckinley Alaska Private Investments, LLC · Independent Sponsorsshared crd · capital_provider
- Mckinley Alaska Private Investments, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/mckinleymgmtreportedpublic record, Form ADV, Sep 17, 2026
- Website
- mckinley-alaska.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 907-563-4488reportedpublic record, Form ADV, Jul 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026