Access Real Estate, LLC

RIASEC RegisteredEst. 2026
Total AUM
$63.4M
Discretionary
$63.4M
100% of AUM
Avg account
$15.8M
Accounts
4
Employees
1
Advisory reps
4

Firm details

Headquarters
Louisville, Kentucky
CRD number
337329
Registered since
April 15, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Access Real Estate, LLC is a real estate–focused advisory firm organized as an LLC that manages pooled investment vehicles for institutional clients. The firm’s activity centers on real estate funds and private placement vehicles; its advisory role is primarily portfolio management for those pooled vehicles. Compensation includes both a percentage-of-assets fee and performance-based fees. Access Real Estate is identified as a related adviser and is not positioned as an active ESG investor or a multi-state adviser. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Anthony Christensen

    Anthony Christensen

    Managing PartnerCRD 3015594

  • Nicholas Lachey

    CRD 8210378

  • Vanessa Lachey

    MemberCRD 8210385

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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

Louisville, KY

Jefferson

Location

Louisville, KY

Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
South
County
Jefferson
Address
4360 Brownsboro Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth