Asset manager · Anchorage, AK
Latash Investments, LLC
SEC-registered investment adviser · CRD 128012 · SEC 801-62261
At a glance
Latash Investments, LLC is an SEC-registered investment adviser based in Anchorage, Alaska, with $1.7 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is charitable organizations, and it reports 3 individual clients. By Form ADV it is a asset manager, ranked 1,112th of 3,218 asset managers and 3,931st of 17,210 SEC-registered advisers by assets.
Main office 907-868-7580As filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among asset managers
- #1,112 of 3,218
- Rank among all SEC RIAs
- #3,931 of 17,210
- Rank in Alaska
- #2 of 9
- Individual clients
- 3
- High-net-worth clients
- 3
- Accounts
- 7
- Discretionary
- 75% of AUM
- Employees
- 8
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Gary J. DaltonChief Executive Officer, President
- Adam C. GibbonsChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 2 | $1.0B | 59% |
| Banking or thrift institutions | 2 | $430M | 25% |
| High-net-worth individuals | 3 | $279M | 16% |
Private funds
Latash Investments, LLC reports 3 private funds with $58M in gross assets: real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Latash Investments, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Latash Investments, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 932 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Latash Investments, LLC manage?
Latash Investments, LLC reports $1.7 billion in regulatory assets under management across 7 accounts, 75% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Latash Investments, LLC?
Latash Investments, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Latash Investments, LLC’s clients?
By assets, its largest client types are charitable organizations ($1.0 billion, 2 clients); banking or thrift institutions ($430 million, 2 clients); high-net-worth individuals ($279 million, 3 clients).
Does Latash Investments, LLC manage private funds?
Yes. It reports 3 private funds with $58 million in gross assets, including real estate funds, other private funds.
Does Latash Investments, LLC have any disciplinary history?
Latash Investments, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Latash Investments, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →