MCKINLEY CAPITAL MANAGEMENT, LLC
Adviser information for MCKINLEY CAPITAL MANAGEMENT, LLC last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 300 | $988.3M |
| Non-Discretionary | 1 | $7.6M |
| Total | 301 | $995.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 199 | $56.4M |
| HNW Individuals | 71 | $142.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $127.5M |
| Pension and profit sharing plans | <5 | $25.8M |
| Charitable organizations | 6 | $21.8M |
| State or municipal gov entities | <5 | $597.5M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 16 | $21.3M |
| Other | <5 | $2.9M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)PRIVATE EQUITY INTRODUCTIONS TO QIPS |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees3RD PARTY PRIVATE EQUITY REFERRALS |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 119.5M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ENVESTNET PREMIER ASSET MANAGEMENT PROGRAM | ENVESTNET PMC |
Principal Office
3800 CENTERPOINT DRIVESUITE 1100
ANCHORAGE
AK
United States
Monday - Friday, 7:00 AM - 4:00 PM (AK)
Tel: 907-365-9557, Fax: None
Chief Compliance Officer
DEBORAH A. LAMB, CCO
CSCP, CFE, CIFD
3800 CENTERPOINT DRIVE
SUITE 1100
ANCHORAGE
AK
United States
Tel:
907-365-9557
D****@******************M
(Full email address available in API data)
Regulatory Contact
KENNETH P. LENHART
CHIEF OPERATING OFFICER
3800 CENTERPOINT DRIVE
SUITE 1100
ANCHORAGE
AK
United States
Tel:
608-469-3382
K*******@******************M
(Full email address available in API data)
Industry Affiliates
| DENALI ADVISORS, LLC | Other investment adviser, including financial planners |
| MCKINLEY CAPITAL MEASA FEEDER FUND GP LTD | Sponsor, GP, manager of pooled investment vehicles |
| MCKINLEY CAPITAL MEASA FEEDER FUND LP | Sponsor, GP, manager of pooled investment vehicles |
| MCKINLEY CAPITAL MEASA FUND OEIC LIMITED | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MCKINLEY CAPITAL MEASA FEEDER FUND LP | Private Equity Fund | $127.5M | $10.0M | 2 |
| MCKINLEY CAPITAL MEASA FUND OEIC LIMITED | Private Equity Fund | $127.5M | $0.5M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GILLAM, ROBERT, ARTHUR | Individual | – | CHIEF INVESTMENT OFFICER OF GROWTH EQUITIES | 12/2023 | < 5% |
| LAMB, DEBORAH, ANNE | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2016 | < 5% |
| LENHART, KENNETH, PAUL | Individual | – | CHIEF OPERATING OFFICER | 02/2021 | < 5% |
| MUNSON, MICHAEL, ROBERT | Individual | – | SENIOR VICE PRESIDENT | 01/2024 | 10-25% |
| SNIGAROFF, ROBERT, GUENTHER | Individual | – | PRESIDENT | 01/2024 | 50-75% |
| DENALI ADVISORS, LLC | Domestic Entity | – | OWNER | 01/2024 | > 75% |
| SNIGAROFF, ROBERT, GUENTHER | Individual | DENALI ADVISORS, LLC | OWNER/PRESIDENT | 02/2001 | 50-75% |