APCM WEALTH MANAGEMENT FOR INDIVIDUALS

HTTP://WWW.APCM.NET/apcm-wealth-management-for-individuals/ ANCHORAGE, AK Investment Advisor How do I update this listing?

Apcm Wealth Management FOR Individuals is based out of Anchorage. Apcm Wealth Management FOR Individuals is a large advisory firm with 315 clients and discretionary assets under management (AUM) of $361,068,662 (Form ADV from 2019-04-22). Their last reported 13F filing for Q2 2019 included $934,017,000 in managed 13F securities and a top 10 holdings concentration of 75.66%. Apcm Wealth Management FOR Individuals's largest holding is SPDR S&P 500 ETF Trust with shares held of 604,941. Whalewisdom has at least 7 13F filings

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06/30/2019

Top Buys

  • Name% Change

06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $934.017 Million
  • Prior Market Value $934.017 Million
  • New Purchases0 stocks
  • Additional Purchases1 stock
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 75.66 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:4.75 quarters
  • Time Held Top10:4.40 quarters
  • Time Held All:4.22 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.13%
Performance Last 4 Quarters: -1.18%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
900 WEST 5TH AVENUE SUITE 601
ANCHORAGE AK    99501
Country: United States

Business Phone: 907-272-7575
Fax: 907-272-7574
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: AK
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 315
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

ownership team - last updated 2019-04-22
Name Title Start Date Direct/Indirect % Ownership
ALASKA PERMANENT CAPITAL MANAGEMENT CO MANAGING MEMBER 04/01/2014 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC MANAGING MEMBER direct 2014-04-01
LBG STRATEGIES, LLC MEMBER 04/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC MEMBER direct 2014-04-01
CMS STRATEGIES, LLC MEMBER 04/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC MEMBER direct 2014-04-01
DUHRSEN, JULEE, FARLEY CCO 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO CHIEF COMPLIANCE OFFICER direct 2014-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CCO direct 2014-07-01
ROSE, EVAN, DENALI CEO 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN direct 2006-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO direct 2014-04-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO indirect 2014-04-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1999-05-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/CHIEF OPERATING OFFICER direct 2003-04-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO COO/COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2004-04-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO CEO/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2006-03-16
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 2006-06-01 2012-05-09
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER direct 2006-06-01 2014-03-24
ROSE, EVAN, DENALI CEO ALASKA PERMANENT CAPITAL MANAGEMENT INC. 04/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN direct 2006-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO direct 2014-04-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO indirect 2014-04-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1999-05-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/CHIEF OPERATING OFFICER direct 2003-04-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO COO/COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2004-04-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO CEO/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2006-03-16
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 2006-06-01 2012-05-09
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER direct 2006-06-01 2014-03-24
BRUCE, LAURA, GERBER SOLE MEMBER LGB STRATEGIES, LLC 04/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC SOLE MEMBER indirect 2014-04-01
STRAUB, CATHERINE, MARY SOLE MEMBER CMS STRATEGIES, LLC 04/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL RESOURCES INC SECRETARY/TREASURER direct 2002-01-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC SOLE MEMBER indirect 2014-04-01

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

ownership team - last updated 2019-03-07
Name Title Start Date Direct/Indirect % Ownership
ALASKA PERMANENT CAPITAL MANAGEMENT CO MANAGING MEMBER 04/01/2014 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC MANAGING MEMBER direct 2014-04-01
LBG STRATEGIES, LLC MEMBER 04/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC MEMBER direct 2014-04-01
CMS STRATEGIES, LLC MEMBER 04/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC MEMBER direct 2014-04-01
DUHRSEN, JULEE, FARLEY CCO 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO CHIEF COMPLIANCE OFFICER direct 2014-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CCO direct 2014-07-01
ROSE, EVAN, DENALI CEO 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN direct 2006-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO direct 2014-04-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO indirect 2014-04-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1999-05-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/CHIEF OPERATING OFFICER direct 2003-04-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO COO/COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2004-04-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO CEO/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2006-03-16
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 2006-06-01 2012-05-09
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER direct 2006-06-01 2014-03-24
ROSE, EVAN, DENALI CEO ALASKA PERMANENT CAPITAL MANAGEMENT INC. 04/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN direct 2006-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO direct 2014-04-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO indirect 2014-04-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1999-05-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/CHIEF OPERATING OFFICER direct 2003-04-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO COO/COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2004-04-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO CEO/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2006-03-16
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 2006-06-01 2012-05-09
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER direct 2006-06-01 2014-03-24
BRUCE, LAURA, GERBER SOLE MEMBER LGB STRATEGIES, LLC 04/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC SOLE MEMBER indirect 2014-04-01
STRAUB, CATHERINE, MARY SOLE MEMBER CMS STRATEGIES, LLC 04/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL RESOURCES INC SECRETARY/TREASURER direct 2002-01-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC SOLE MEMBER indirect 2014-04-01

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

ownership team - last updated 2017-03-24
Name Title Start Date Direct/Indirect % Ownership
ALASKA PERMANENT CAPITAL MANAGEMENT CO MANAGING MEMBER 04/01/2014 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC MANAGING MEMBER direct 2014-04-01
LBG STRATEGIES, LLC MEMBER 04/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC MEMBER direct 2014-04-01
CMS STRATEGIES, LLC MEMBER 04/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC MEMBER direct 2014-04-01
DUHRSEN, JULEE, FARLEY CCO 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO CHIEF COMPLIANCE OFFICER direct 2014-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CCO direct 2014-07-01
ROSE, EVAN, DENALI CEO 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN direct 2006-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO direct 2014-04-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO indirect 2014-04-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1999-05-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/CHIEF OPERATING OFFICER direct 2003-04-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO COO/COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2004-04-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO CEO/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2006-03-16
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 2006-06-01 2012-05-09
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER direct 2006-06-01 2014-03-24
ROSE, EVAN, DENALI CEO ALASKA PERMANENT CAPITAL MANAGEMENT INC. 04/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN direct 2006-06-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO direct 2014-04-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC CEO indirect 2014-04-01
ALASKA PERMANENT CAPITAL MANAGEMENT CO VICE PRESIDENT direct 1999-05-01 2004-03-24
ALASKA PERMANENT CAPITAL MANAGEMENT CO DIRECTOR/CHIEF OPERATING OFFICER direct 2003-04-01 2004-03-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO COO/COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2004-04-26
ALASKA PERMANENT CAPITAL MANAGEMENT CO CEO/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 1998-03-01 2006-03-16
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER/DIRECTOR direct 2006-06-01 2012-05-09
ALASKA PERMANENT CAPITAL MANAGEMENT CO PRES/CEO/CHAIRMAN/CHIEF COMPLIANCE OFFICER direct 2006-06-01 2014-03-24
BRUCE, LAURA, GERBER SOLE MEMBER LGB STRATEGIES, LLC 04/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC SOLE MEMBER indirect 2014-04-01
STRAUB, CATHERINE, MARY SOLE MEMBER CMS STRATEGIES, LLC 04/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL RESOURCES INC SECRETARY/TREASURER direct 2002-01-01
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC SOLE MEMBER indirect 2014-04-01

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