Evan D. Rose

ALASKA PERMANENT CAPITAL MANAGEMENT

Anchorage, AK 99503

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CRD#: 1375859

Professional summary

Evan Denali Rose is a registered financial advisor currently at ALASKA PERMANENT CAPITAL MANAGEMENT, LLC located in Anchorage, Alaska.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Evan has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ALASKA PERMANENT CAPITAL MANAGEMENT COMPANY'S 401(K) PLAN- 900 WEST 5TH AVENUE, ANCHORAGE, AK 9950. TRUSTEE- THE DUTIES REQUIRE LESS THAN ONE HOUR PER WEEK. THE 401(K)IS SELF-DIRECTED BY THE PARTICIPANTS. NO INVESTMENT DECISIONS ARE MADE BY THE TRUSTEES. DUTIES ARE GENERAL FIDUCIARY ADMINISTRATOR OF THE PLAN.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Denali Rose's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 28, 2012 - Present

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

Office #1: 3800 Centerpoint Drive, Suite 910, Anchorage, AK 99503

RIA

CRD#: 106233

Anchorage, AK

Past

March 2, 1998 - October 16, 1998

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

January 2, 1998 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

June 17, 1991 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

DALLAS, TX

Past

January 5, 1988 - July 25, 1990

PACIFIC SECURITIES, INC.

CRD#: 6812

SAN FRANCISCO, CA

Past

January 27, 1987 - January 16, 1988

MORGAN STANLEY DW INC.

CRD#: 7556

Past

April 9, 1986 - December 5, 1986

FINANCIAL MARKET SECURITIES

CRD#: 10481

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

ALASKA PERMANENT CAPITAL MANAGEMENT CO | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

CRD#: 106233 / SEC#: 801-40501

RIA

Registered Investment Advisory firm - (12/31/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(9/28/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/16/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

Current Firm

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

ALASKA PERMANENT CAPITAL MANAGEMENT CO | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

CRD#: 106233 / SEC#: 801-40501

RIA

Registered Investment Advisory firm - (12/31/1991 Approved)

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Contact information

Main Address

3800 Centerpoint Drive, Suite 910, Anchorage, AK 99503

Mailing Address

Phone number

(907) 272-7575

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

APCM ADV PART 2 (11/24/2025)

Regulatory assets under management

Total Number of Accounts	189
AUM (Assets Under Management)	$ 4,088,303,397

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Evan D. Rose

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Denali Rose's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

RAUSCHER PIERCE REFSNES, INC.

PACIFIC SECURITIES, INC.

MORGAN STANLEY DW INC.

FINANCIAL MARKET SECURITIES

Primary Firm SEC Registration

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2012

Series 63

Date: 9/16/1991

Series 7

Date: 3/15/1986

Current Firm

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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