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ACCESS VENTURES

NEW YORK, NY · CRD 331222 · IAPD ↗ · accessventures.co · (215) 715-4739

$1.88BRegulatory AUM
3Advisory reps
8Employees
0Clients
n/aPlanning clients
30Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

85
September 2026 — ACCESS VENTURES (NEW YORK, NY) is newly SEC-registered with $1.88B RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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