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 an SEC-registered investment adviser organized as a limited liability company and active since 2024. The firm is structured as a multifaceted fund manager and sponsor that runs pooled investment vehicles rather than acting primarily as a capital allocator. Its client base is institutional, and it charges fees based on a percentage of assets under management. Advisory activities center on portfolio management for pooled investment vehicles, and the firm serves in sponsor/GP and managing-member roles for its funds. Independent Access Partners is not identified as an active ESG investor and is not presented as a multi-state or related adviser. The organization’s classifications indicate a focus on private equity, real estate, venture capital and other fund vehicles.
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 2
Kevin Cuff
Chief Operating OfficerCRD 3274631

Leo Kelly
CEO and Founder, PartnerCRD 2872188
Contacts
2 of 2
Thomas New
President & PartnerCRD 3084313

Matthew Andrulot
Managing DirectorCRD 4197694
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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