{"url":"https://nivawealth.com/firms/mckinley-alaska-private-investment-319075","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/319075","regulatoryAum":206225201,"crd":"319075","history":[{"filedOn":"2022-04-12","regulatoryAum":117000000,"clients":1,"employees":6,"offices":1},{"filedOn":"2023-05-02","regulatoryAum":117873790,"clients":3,"employees":22,"offices":1},{"filedOn":"2024-07-03","regulatoryAum":135667537,"clients":3,"employees":15,"offices":1},{"filedOn":"2025-04-17","regulatoryAum":123614682,"clients":3,"employees":5,"offices":1},{"filedOn":"2026-10-01","regulatoryAum":206225201,"clients":3,"employees":6,"offices":1}],"secFileNumber":"801-125006","legalName":"McKinley Alaska Private Investment, LLC","displayName":"McKinley Alaska Private Investment","slug":"mckinley-alaska-private-investment-319075","website":"https://mckinley-alaska.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/mckinleymgmt/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3800 Centerpoint Drive, Suite 1100","city":"Anchorage","state":"AK","stateName":"Alaska","country":"United States","postalCode":"99503"},"tradeNames":[],"registration":{"secApproved":"13 May 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":6,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":206225201,"discretionary":206225201,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":206225201}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"McKinley Alaska Private Investment has custody of $206M in client assets for 3 clients.","otherCustodians":[],"leadership":[{"name":"Robert Gillam","title":"President","crd":"2376596"},{"name":"Stacia Gillam","title":"Chief Compliance Officer","crd":"7358658"},{"name":"Jared Carney","title":"Vice Chair","crd":"7151175"}],"ownership":[{"label":"McKinley Management, LLC","detail":"Member in the 75% or more ownership band and a control person, since February 2021."},{"label":"McKinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees","detail":"Indirect owner: a shareholder/mckinley management voting trust of McKinley Management, Inc in the 75% or more band and a control person, since December 2022.","parent":"McKinley Management, Inc"},{"label":"Stacia Gillam","detail":"Indirect owner: trustee mckinley management, inc. voting trust of McKinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees and a control person, since November 2020.","parent":"McKinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees"},{"label":"Robert Gillam","detail":"Indirect owner: trustee mckinley management, inc. voting trust of McKinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees and a control person, since November 2008.","parent":"McKinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees"},{"label":"Jared Carney","detail":"Indirect owner: trustee, mckinleymanagement, inc. voting trust of McKinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees and a control person, since December 2022.","parent":"McKinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees"},{"label":"McKinley Management, Inc","detail":"Indirect owner: a majority owner of McKinley Management, LLC in the 75% or more band and a control person, since February 2021.","parent":"McKinley Management, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Alaska","offices":1,"addresses":[{"street":"3800 Centerpoint Drive, Suite 1100","city":"Anchorage","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"907-563-4488","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"1 October 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/319075/PDF/319075.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does McKinley Alaska Private Investment have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McKinley Alaska Private Investment offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does McKinley Alaska Private Investment have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns McKinley Alaska Private Investment?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McKinley Alaska Private Investment get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact McKinley Alaska Private Investment?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}