Firm profile

LATASH INVESTMENTS, LLC

ANCHORAGE, AKCRD 128012Latest ADV March 30, 2026

Latash Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Anchorage, AK. Its latest Form ADV filing, dated March 30, 2026, reports $1.7B in regulatory assets under management, 8 employees, and 7 accounts.

Assets Under Management
$1.7B
Employees
8
Offices
--
Total Clients
7
Primary office
ANCHORAGE, AK
301 W. NORTHERN LIGHTS BLVD., SUITE 412, ANCHORAGE, AK, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(907) 868-7580
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CEOGary J. Dalton
CCOAdam C. Gibbons

Advisory services offered

5 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 42.9% of total clients.
Top client categories% of clientsClients
1
HNWI
42.9%
3
2
Banks
28.6%
2
3
Charitable
28.6%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.7Bas of March 30, 2026
Discretionary75.3%
$1.3B
75% of total RAUM75.3%
Non-discretionary24.7%
$430M
25% of total RAUM24.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.7B
Total Accounts7
10Y AUM Change+$590M (+51.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.