Independent Access Partners, LLC

RIASEC RegisteredEst. 2024
Total AUM
$257M
Discretionary
$257M
100% of AUM
Avg account
$14.3M
Accounts
18
Employees
5
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Kevin Cuff

    Kevin Cuff

    Chief Operating OfficerCRD 3274631

  • Leo Kelly

    Leo Kelly

    CEO and Founder, PartnerCRD 2872188

Contacts

2 of 2
  • Thomas New

    Thomas New

    President & PartnerCRD 3084313

  • Matthew Andrulot

    Matthew Andrulot

    Managing DirectorCRD 4197694

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth