Mckinley Alaska Private Investment, Llc
- Regulatory AUM
- $206M
- Discretionary
- $206M
- Clients
- 3
- Avg AUM / client
- $68.7M
- Accounts
- 3
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $206M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $130M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Na' Nuk Investment Fund, L.P. | Private Equity Fund | Delaware | $89.6M | 4 |
| Na' Nuk Investment Fund 2, L.P. | Private Equity Fund | Delaware | $39.9M | 1 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gillam, Robert, Arthur | Chief Executive Officer/President | Nov 2008 (18y) | Less than 5% | |
| Carney, Jared, Matthew | Vice Chair | Jan 2020 (7y) | Less than 5% | |
| Gillam, Stacia, Troester | Chief Compliance Officer, Chief Operating Officer | Nov 2020 (6y) | Less than 5% | |
| Walser, Ian, James | Chief Financial Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mckinley Management, Inc. | Owner | Jan 2020 | A | 75% or more |
| Mckinley Management, Llc | Member | Feb 2021 | A | 75% or more |
| Mckinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees | Shareholder/Mckinley Management Voting Trust | Dec 2022 | B | ≈ 56.25% – 100% via Mckinley Management, Inc. |
Estimated effective ownership (look-through of filed bands):
- Mckinley Management, Inc. Voting Trust, Robert A. Gillam, Stacia T. Gillam, Jared M. Carney, Ttees: 75% – 100% of Mckinley Management, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $130M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Na' Nuk Investment Fund, L.P. | Private Equity Fund | $89.6M | $1.0M | 4 |
| Na' Nuk Investment Fund 2, L.P. | Private Equity Fund | $39.9M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE CONSENT ORDER AND PENALTY RELATE TO A PRIVATE PLACEMENT IN CONNECTION WITH WHICH THE ADVISORY AFFILIATE DIDNOT TIMELY SUBMIT A NOTICE FILING UNDER THE ALASKA SECURITIES ACT IN RESPECT OF SALES MADE IN ALASKA. Status: Final Sanction Detail: THE ADVISORY AFFILIATE CONSENTED TO AN ORDER TO PAY A CIVIL PENALTY OF $5,000 TO THE STATE OF ALASKA. THEADVISORY AFFILIATE PAID SUCH PENALTY, WHICH WAS ACKNOWLEDGED BY THE STATE OF ALASKA PURSUANT TO AN ORDERISSUED MAY 22, 2015, A COPY OF WHICH WAS RECEIVED BY THE ADVISORY AFFILIATE'S COUNSEL ON JUNE 1, 2015. Summary: THE ADVISORY AFFILIATE CONDUCTED A PRIVATE PLACEMENT AND INADVERTENTLY DID NOT TIMELY SUBMIT A NOTICE FILINGUNDER THE ALASKA SECURITIES ACT IN RESPECT OF SALES MADE IN ALASKA. THE ALASKA DIVISION OF BANKING AND SECURITIESISSUED AN ORDER AND CONSENT DATED MAY 22, 2015, A COPY OF WHICH WAS RECEIVED BY THE ADVISORY AFFILIATE'S COUNSELON JUNE 1, 2015, WHICH ORDER AND CONSENT IMPOSED A CIVIL PENALTY IN THE AMOUNT OF $5,000. PURSUANT TO THE ORDERAND CONSENT, THE ADVISORY AFFILIATE AGREED TO COMPLY WITH ALL PROVISIONS OF THE ALASKA SECURITIES ACT AND ITSASSOCIATED REGULATIONS.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗