{
  "crd_number": 337329,
  "slug": "access-real-estate-llc-louisville-ky-337329",
  "primary_business_name": "ACCESS REAL ESTATE, LLC",
  "legal_name": "ACCESS REAL ESTATE, LLC",
  "dbas": [],
  "city": "Louisville",
  "state": "KY",
  "country": "United States",
  "cbsa_code": "31140",
  "metro": {
    "cbsa_code": "31140",
    "common_name": "Louisville",
    "msa_name": "Louisville/Jefferson County, KY-IN",
    "path": "/advisors/ky/louisville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-11",
  "carried_forward": false,
  "raum_total": 63357987.0,
  "raum_discretionary": 63357987.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 63357987.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337329",
  "city_as_filed": "LOUISVILLE",
  "url": "https://advisorcensus.com/firm/access-real-estate-llc-louisville-ky-337329",
  "display_name": "Access Real Estate, LLC",
  "summary": "Access Real Estate, LLC is an SEC-registered investment advisory firm in Louisville, KY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.",
  "citation": "AdvisorCensus. Access Real Estate, LLC (CRD 337329): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Access Real Estate, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Access Real Estate, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Access Real Estate, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 13, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Access Real Estate, LLC located?",
      "a": "Access Real Estate, LLC's principal office is in Louisville, KY, according to its Form ADV."
    },
    {
      "q": "Is Access Real Estate, LLC registered with the SEC or a state?",
      "a": "Access Real Estate, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 337329."
    },
    {
      "q": "How much does Access Real Estate, LLC manage?",
      "a": "Access Real Estate, LLC reports $63,357,987 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Access Real Estate, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Does Access Real Estate, LLC report any disciplinary disclosures?",
      "a": "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/337329"
    },
    {
      "q": "What changed in Access Real Estate, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "ARE assesses an annual management fee of 1% with respect to each Private Fund, which is based on a percentage of the value of a member’s interest in the Fund as determined by the Manager at the end of each calendar quarter."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "There is no minimum annual fee charged to any Fund managed by ARE."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "ARE assesses an annual management fee of 1% with respect to each Private Fund, which is based on a percentage of the value of a member’s interest in the Fund as determined by the Manager at the end of each calendar quarter.",
      "There is no minimum annual fee charged to any Fund managed by ARE."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/access-real-estate-llc-louisville-ky-337329.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 63357987.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337329",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}