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ACCESS HOLDINGS MANAGEMENT COMPANY LLC

BALTIMORE, MD · CRD 297197 · IAPD ↗ · accessholdings.com · 443-836-6931

$2.27BRegulatory AUM
23Advisory reps
38Employees
0Clients
0Planning clients
27Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ACCESS HOLDINGS MANAGEMENT COMPANY LLC now reports custody of client assets ($2.27B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
40
April 2024 — ACCESS HOLDINGS MANAGEMENT COMPANY LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — ACCESS HOLDINGS MANAGEMENT COMPANY LLC now reports custody of client assets ($2.90B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.