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  5. McKinley Capital Management, LLC

McKinley Capital Management, LLC

Contents

Company Details

Name: McKinley Capital Management, LLC
Jurisdiction: Alaska
Legal type: Limited Liability Company
Status: Good Standing
Date of registration: 05 Dec 2008 (16 years ago)
Entity Number: 119749
ZIP code: 99503
County: Anchorage
Place of Formation: DELAWARE
Address: 3800 CENTERPOINT DR STE 1100, ANCHORAGE, AK 99503

Activity

Line of Business

52 Finance and Insurance

NAICS

523940 PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

Officers

Name Role
Denali Advisors, LLC Member
J.l. McCarrey III Registered Agent

Form 5500

Plan Name Plan Year EIN/PN Received Total number of participants
MCKINLEY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN 2020 920136349 2021-06-30 98
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Sponsor MCKINLEY CAPITAL MANAGEMENT, LLC
Business code 523900
Sponsor’s telephone number 9073391423
Plan sponsor’s address 3800 CENTERPOINT DRIVE, SUITE 1100, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2021-06-30
Name of individual signing NATHAN KAKELA
MCKINLEY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN 2019 920136349 2020-06-19 100
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Sponsor MCKINLEY CAPITAL MANAGEMENT, LLC
Business code 523900
Sponsor’s telephone number 9073391423
Plan sponsor’s address 3800 CENTERPOINT DRIVE, SUITE 1100, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2020-06-19
Name of individual signing NKAKELA0411
MCKINLEY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN 2019 920136349 2020-06-30 100
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Sponsor MCKINLEY CAPITAL MANAGEMENT, LLC
Business code 523900
Sponsor’s telephone number 9073391423
Plan sponsor’s address 3800 CENTERPOINT DRIVE, SUITE 1100, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2020-06-30
Name of individual signing NATHAN KAKELA
MCKINLEY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN 2018 920136349 2019-05-20 102
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Sponsor MCKINLEY CAPITAL MANAGEMENT, LLC
Business code 523900
Sponsor’s telephone number 9073391428
Plan sponsor’s address 3800 CENTERPOINT DRIVE, SUITE 1100, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2019-05-20
Name of individual signing NATHAN KAKELA
MCKINLEY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN 2017 920136349 2018-06-12 114
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Sponsor MCKINLEY CAPITAL MANAGEMENT, LLC
Business code 523900
Sponsor’s telephone number 9075634488
Plan sponsor’s address 3301 C STREET, SUITE 500, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2018-06-12
Name of individual signing DIANE WILKE
MCKINLEY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN 2016 920136349 2017-07-10 116
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Sponsor MCKINLEY CAPITAL MANAGEMENT, LLC
Business code 523900
Sponsor’s telephone number 9075634488
Plan sponsor’s address 3301 C STREET, SUITE 500, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2017-07-10
Name of individual signing DIANE WILKE
MCKINLEY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN 2015 920136349 2016-08-08 107
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-08-01
Sponsor MCKINLEY CAPITAL MANAGEMENT, LLC
Business code 523900
Sponsor’s telephone number 9075634488
Plan sponsor’s address 3301 C STREET, SUITE 500, ANCHORAGE, AK, 99503

Signature of
Role Plan administrator
Date 2016-08-08
Name of individual signing DIANE WILKE

Business Licenses

License Number Type Status Issue Date Date of renewal Expiration date Description
922444 Business License Active 2008-11-20 2023-03-14 2024-12-31 LOB: 52 - Finance and Insurance, NAICS: 523940 - PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

Court View Cases

Title Date Case Type Status Open
3AN-12-10793CI Gillam, Robert B et al vs. Dauphinais, Paul R et al KMS 2012-11-05 Civil Superior Ct (3AN) Closed Open Case Link
3AN-23-00002OS In the Matter of McKinley Capital Management, LLC 2023-02-02 General Non-Case Filing (3AN) Closed Open Case Link

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
316900752 1050210 2014-07-01 MULCHATNA RIVER, ANCHORAGE, AK, 99503
Inspection Type Accident
Scope Complete
Safety/Health Safety
Close Conference 2014-07-01
Case Closed 2014-09-25

Violation Items
Citation ID 01001
Citaton Type Other
Standard Cited 18006058 A
Issuance Date 2014-09-02
Abatement Due Date 2014-07-01
Current Penalty 500.0
Initial Penalty 1000.0
Nr Instances 1
Nr Exposed 1
Gravity 01

Date of last update: 24 Jan 2025

Sources: State of Alaska - Department of Commerce, Community, and Economic Development

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