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 operates as an adviser focused on portfolio management for investment companies, with an institutional client base and a fee model tied to a percentage of assets under management. The firm appears organized around managing one or a small number of pooled investment vehicles rather than serving a broad roster of retail households. It is structured as a limited liability company and was registered with the SEC in 2020; ownership is indicated as individual. The firm is not positioned as an ESG-focused manager, and it does not present itself as a multi-state adviser or a capital allocator in public filings. Given the regulatory classification and stated advisory activity, the manager’s day-to-day work is likely centered on running strategies inside one or more registered or private investment companies—design, governance and ongoing portfolio oversight of those pooled vehicles—rather than providing personalized wealth management to individual investors.

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 3
  • STEVE KIM

    PrincipalCRD 2568369

  • PETER COPPA

    Founder & Managing PartnerCRD 4439892

  • TODD THEMISTOCLES

    Limited PartnerCRD 4494773

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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