Ownership stake · Activity not yet classified

Alaska Permanent Capital Management

Transaction overview

Announced

Announced:

Exact closing date not established.

In a December 22, 2024 release posted December 30, APCM announced a transaction under which Blue Umbrella would become majority owner of APCM and its Alaska Wealth Advisors subsidiary. Closing was expected by March 2025; the retained release does not confirm completion. The exact ownership percentage and price were not stated.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Alaska Permanent Capital Management to be acquired by Alaskan holding company, Blue Umbrella, LLC ↗

    Official firm website · Published Dec 30, 2024

    In a December 22, 2024 release posted December 30, APCM announced a transaction under which Blue Umbrella would become majority owner of APCM and its Alaska Wealth Advisors subsidiary. Closing was expected by March 2025; the retained release does not confirm completion. The exact ownership percentage and price were not stated.

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Alaska Permanent Capital Management · RIA Monitor