Data / Investment advisers / Alaska / Latash Investments, LLC
Latash Investments, LLC, Anchorage, AK: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Latash Investments, LLC is an SEC registered investment adviser with its main office in Anchorage, Alaska and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include charitable organizations, banks and thrifts and high net worth individuals. It is paid through a percentage of assets under management and fixed fees. It advises 3 private funds.
The request: Watch Latash Investments, LLC (CRD number 128012): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 128012
- SEC file number
- 801-62261
- SEC status
- Approved, effective September 5, 2003
- Main office
- 301 W. Northern Lights Blvd., Suite 412, Anchorage, AK 99503
- Phone
- (907) 868-7580
- Regulatory AUM
- $1,738,283,673 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $1,308,324,092
- Non discretionary AUM
- $429,959,581
- Accounts
- 7
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 3: 2 other private funds, 1 real estate fund
- Gross assets of private funds
- $58,001,101
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $1.03 billion |
| Banking or thrift institutions | 2 | $430 million |
| High net worth individuals | 3 | $279.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.74 billion | March 30, 2026 |
| December 1, 2025 | $1.55 billion | March 26, 2025 |
Other advisers in Alaska
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alaska Permanent Capital Management, LLC | Anchorage | $4.40 billion | Not listed | adviserinfo.sec.gov |
| Alaska Wealth Advisors | Anchorage | $1.16 billion | Not listed | adviserinfo.sec.gov |
| Bright Road Wealth Management, LLC | Anchorage | $443.3 million | Not listed | adviserinfo.sec.gov |
| Heisten Wrenn Private Wealth, LLC | Anchorage | $231.8 million | Not listed | adviserinfo.sec.gov |
| McKinley Alaska Private Investments, LLC | Anchorage | $206.2 million | 3 | adviserinfo.sec.gov |
| 1207 Capital Group, LLC | Juneau | $162.7 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alaska
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving charitable organizations
- Advisers serving banks and thrifts
- Advisers that manage private funds
- Latash Investments, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.