INDEPENDENT ACCESS PARTNERS, LLC
Firm details
- Headquarters
- HUNT VALLEY, Maryland
- CRD number
- 305842
- Registered since
- July 26, 2024
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Independent Access Partners, LLC is a limited liability company that registered with the SEC in 2024 and positions itself as a multifaceted fund manager. The firm focuses on managing pooled investment vehicles and operates as an adviser, sponsor and managing member or GP for those vehicles. Its client base is institutional, feeed on a percentage-of-assets-under-management schedule. Independent Access Partners is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2KEVIN CUFF
Chief Operating OfficerCRD 3274631
LEO KELLY
CEO and Founder, PartnerCRD 2872188
Contacts
2 of 2MATTHEW ANDRULOT
Managing DirectorCRD 4197694
THOMAS NEW
President & PartnerCRD 3084313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HUNT VALLEY, MD
BALTIMORE
Location
HUNT VALLEY, MD
Headquartered in HUNT VALLEY, 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
- Address
- 50 Schilling Rd
- Time zone
- ET (UTC-5)
- Office locations
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