McKinley Alaska Private Investment provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. The firm advises 3 private funds.
McKinley Alaska Private Investment reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($206M across 3 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $206M | 100.0% | $68.7M |
| Total | 3 | $206M | 100% | $68.7M |
- Clients
- 3
- Regulatory AUM
- $206M
- AUM share
- 100.0%
- Avg. per client
- $68.7M
Total
- Clients
- 3
- Regulatory AUM
- $206M
- AUM share
- 100%
- Avg. per client
- $68.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
McKinley Alaska Private Investment is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
McKinley Management, LLC owns 75% or more of McKinley Alaska Private Investment and is in turn owned by McKinley Management, Inc (75% or more). The leadership team of McKinley Alaska Private Investment includes President Robert Gillam and Chief Compliance Officer Stacia Gillam. It has 6 employees.
Leadership
- Robert GillamPresident
- Stacia GillamChief Compliance Officer
- Jared CarneyVice Chair
Staff
- 6 employees
- 6 in advisory functions
- Owns 75% or more of McKinley Alaska Private Investment, LLC
McKinley Management, LLC
Control person · since February 2021
- Owns 75% or more of McKinley Management, LLC
McKinley Management, Inc
Control person · since February 2021
- Owns 75% or more of McKinley Management, Inc
McKinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees
Control person · since December 2022
Stacia Gillam
Trustee mckinley management, inc. voting trust · Control person · since November 2020
Robert Gillam
Trustee mckinley management, inc. voting trust · Control person · since November 2008
Jared Carney
Trustee, mckinleymanagement, inc. voting trust · Control person · since December 2022
McKinley Alaska Private Investment’s regulatory assets grew 1.8× from $117M (April 2022) to $206M (October 2026); clients rose from 1 to 3 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| October 2026 | $206M | 3 | 6 | 1 |
| April 2025 | $124M | 3 | 5 | 1 |
| July 2024 | $136M | 3 | 15 | 1 |
| May 2023 | $118M | 3 | 22 | 1 |
| April 2022 | $117M | 1 | 6 | 1 |
Besides its headquarters, McKinley Alaska Private Investment has 0 offices, with 1 listed address in Alaska.
Alaska · 1 listed address
- 3800 Centerpoint Drive, Suite 1100, AnchorageHQ
Contact and registration details
- Legal name
- McKinley Alaska Private Investment, LLC
- Headquarters
- 3800 Centerpoint Drive, Suite 1100, Anchorage, AK 99503
- Website
- mckinley-alaska.com
- Phone
- 907-563-4488
- @mckinleymgmt
- SEC file
- 801-125006
- Structure
- Delaware LLC
- Fiscal year end
- December
McKinley Alaska Private Investment has custody of $206M in client assets for 3 clients.
How many clients does McKinley Alaska Private Investment have?
McKinley Alaska Private Investment has 3 clients and manages $206 million for them, as of October 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does McKinley Alaska Private Investment offer?
McKinley Alaska Private Investment provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does McKinley Alaska Private Investment have?
McKinley Alaska Private Investment has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns McKinley Alaska Private Investment?
McKinley Alaska Private Investment’s direct owner is McKinley Management, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does McKinley Alaska Private Investment get paid?
McKinley Alaska Private Investment is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact McKinley Alaska Private Investment?
McKinley Alaska Private Investment’s main office is at 3800 Centerpoint Drive, Suite 1100, Anchorage, AK 99503. Its phone number is 907-563-4488. Its website is mckinley-alaska.com.