# Access Real Estate, LLC

> 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.

- CRD: 337329
- Filed as: ACCESS REAL ESTATE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337329
- AdvisorCensus page: https://advisorcensus.com/firm/access-real-estate-llc-louisville-ky-337329

## Quick answers

**How is Access Real Estate, LLC compensated?**
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.

**How much does Access Real Estate, LLC charge?**
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.

**Where is Access Real Estate, LLC located?**
Access Real Estate, LLC's principal office is in Louisville, KY, according to its Form ADV.

**Is Access Real Estate, LLC registered with the SEC or a state?**
Access Real Estate, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 337329.

**How much does Access Real Estate, LLC manage?**
Access Real Estate, LLC reports $63,357,987 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**What types of clients does Access Real Estate, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Access Real Estate, 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/337329

**What changed in Access Real Estate, LLC's recent Form ADV filings?**
In the October 2026 filing data: 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
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 13, 2026)

- Asset-based fee: 1% of assets a year

> 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.

- Minimum annual fee: None

> There is no minimum annual fee charged to any Fund managed by ARE.

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

### Regulatory assets under management (Item 5.F)
- Total: $63,357,987
- Discretionary: $63,357,987
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $63,357,987 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Access Real Estate, LLC (CRD 337329): Form ADV filing data as of October 2026.