Alternative Access Funds, LLC

RIASEC RegisteredEst. 2020
Total AUM
$42.5M
Discretionary
$42.5M
100% of AUM
Avg account
$42.5M
Accounts
1
Employees
1
Advisory reps
3

Firm details

Headquarters
El Segundo, California
CRD number
305210
Registered since
July 23, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Alternative Access Funds, LLC is an SEC-registered limited liability company operating as an institutional registered investment adviser. The firm, founded for SEC registration in 2020, provides portfolio management services specifically for investment companies and bills on a percentage-of-assets-under-management basis. Its client base is institutional, and the firm does not identify as a capital allocator. Operationally, Alternative Access Funds is owned by an individual rather than a corporate parent or broader affiliated adviser network. It does not report being an active ESG investor, is not a multi-state adviser, and is not set up as a pension consultant or related adviser to another firm.

Assets & Accounts

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 3
  • Steve Kim

    PrincipalCRD 2568369

  • Peter Coppa

    Peter Coppa

    Founder & Managing PartnerCRD 4439892

  • Todd Themistocles

    Todd Themistocles

    Limited PartnerCRD 4494773

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
360 N Pacific Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth