ACCESS HOLDINGS MANAGEMENT COMPANY LLC

RIASEC RegisteredEst. 2018
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$84M
Accounts
27
Employees
38
Advisory reps
2

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
297197
Registered since
September 25, 2018
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Access Holdings Management Company LLC is an LLC registered with the SEC in 2018 that operates as a private equity fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and acts in sponsor/GP and managing-member roles for its funds, rather than functioning as a traditional multi-manager allocator. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based (carry) fees. The firm is not positioned as an active ESG investor, is not registered as a multistate adviser, and is not identified as a pension consultant or related adviser. Its activities center on creating and managing private pooled vehicles for institutional investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MOHAMMAD RAHMAN

    Partner, CFO and COOCRD 6959882

Contacts

1 of 1
  • KEVIN MCALLISTER

    Founder & Managing PartnerCRD 6959880

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
1001 N Charles St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth