# Access Holdings Management Company LLC

> Access Holdings Management Company LLC is an SEC-registered investment advisory firm in Baltimore, MD, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 297197
- Filed as: ACCESS HOLDINGS MANAGEMENT COMPANY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297197
- AdvisorCensus page: https://advisorcensus.com/firm/access-holdings-management-company-llc-baltimore-md-297197

## Quick answers

**How is Access Holdings Management Company LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Access Holdings Management Company LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Access Holdings Management Company LLC located?**
Access Holdings Management Company LLC's principal office is in Baltimore, MD, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Access Holdings Management Company LLC registered with the SEC or a state?**
Access Holdings Management Company LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297197.

**How much does Access Holdings Management Company LLC manage?**
Access Holdings Management Company LLC reports $2,267,715,547 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Access Holdings Management Company LLC's assets and staff changed since 2021?**
In the Form ADV data for Access Holdings Management Company LLC: Regulatory assets under management: $1,335,617,546 in the October 2021 data and $2,267,715,547 in the October 2026 data, up 70%. Total employees: 21 in October 2021 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Access Holdings Management Company LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27).

**Does Access Holdings Management Company LLC 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/297197

**Does Access Holdings Management Company LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Future Funds generally are expected to have a minimum capital commitment amount of $5,000,000 for third-party investors. Such minimum capital commitment amount may be waived by the Adviser."

**What changed in Access Holdings Management Company LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 26 to 23. Regulatory assets under management went from $2,760,748,025 to $2,267,715,547 (-18%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Future Funds generally are expected to have a minimum capital commitment amount of $5,000,000 for third-party investors. Such minimum capital commitment amount may be waived by the Adviser.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,267,715,547
- Discretionary: $2,267,715,547
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 27 | $2,267,715,547 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 38 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- accessholdings.com
- LinkedIn @ACCESS-HOLDINGS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,335,617,546 | 21 | March 30, 2021 |
| October 2022 | $2,077,013,740 | 32 | September 4, 2022 |
| October 2023 | $2,382,800,133 | 44 | May 24, 2023 |
| October 2024 | $2,903,583,517 | 42 | March 29, 2024 |
| October 2025 | $2,760,748,025 | 40 | April 22, 2025 |
| October 2026 | $2,267,715,547 | 38 | March 26, 2026 |

Regulatory assets under management: $1,335,617,546 in the October 2021 data and $2,267,715,547 in the October 2026 data, up 70%.
Total employees: 21 in October 2021 and 38 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 26 to 23.
- Regulatory assets under management went from $2,760,748,025 to $2,267,715,547 (-18%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Access Holdings Management Company LLC (CRD 297197): Form ADV filing data as of October 2026.