Mckinley Capital Management, LLC (Anchorage)
Mckinley Capital Management, LLC is a large advisory firm based in Anchorage. It manages $3.81 billion of regulatory assets for 429 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Mckinley Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and private equity introductions to qips. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Mckinley Capital Management: assets under management
The assets under management (AUM) of Mckinley Capital Management, LLC is $3.81 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and $1.5 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Mckinley Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Denali Ann Kemppel serves?
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Denali Ann Kemppel is pension and profit sharing plans with 14 clients and $1.32 billion of assets under management. Among the 3 most similar advisory firms, Mckinley Capital Management has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.8 billion for 355 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 3% of the firm’s clients are foreign persons or businesses.
Mckinley Capital Management also advises several private funds. Namely, two other private funds and two private equity funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $10,000,000.
Careers at Mckinley Capital Management, LLC
The company employs 45 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Denali Ann Kemppel has been acting as President since 1 Jun 2019. Ian Harry Domowitz joined the executive team most recently as the Director.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 11 indirect owners.Based in Anchorage
The principal office where Mckinley Capital Management, LLC performs its advisory services is located at 3800 Centerpoint Drive, Anchorage, AK 99503 3956, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 907-563-4488 or by fax 907-561-7142. The normal business hours are 7:00 am - 4:00 pm (ak) on Monday - Friday. You can find more information about the New York firm at mckinleycapital.com.
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