AdvisorCensus / Financial advisors / Access Equity Management Limited
Access Equity Management Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated June 29, 2026.
Quick answers
From the filingHow is Access Equity Management Limited compensated?
On its Form ADV (Item 5.E, October 2026), Access Equity Management Limited reports these compensation arrangements: performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Access Equity Management Limited located?
Access Equity Management Limited's principal office is in London, United Kingdom, according to its Form ADV.
Is Access Equity Management Limited registered with the SEC or a state?
Access Equity Management Limited is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 281964.
How have Access Equity Management Limited's assets and staff changed since 2021?
In the Form ADV data for Access Equity Management Limited: Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Access Equity Management Limited serve?
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (6); investment companies (4); high net worth individuals (1).
Does Access Equity Management Limited report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281964
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated June 29, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 2 | June 29, 2026 |
| October 2025 | $0 | 2 | June 20, 2025 |
| October 2024 | Not reported | 2 | June 25, 2024 |
| October 2023 | Not reported | 2 | June 19, 2023 |
| October 2022 | Not reported | 2 | June 27, 2022 |
| October 2021 | Not reported | 2 | June 25, 2021 |
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Access Equity Management Limited (CRD 281964): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/access-equity-management-limited-london-281964