# Independent Access Partners, LLC

> Independent Access Partners, LLC is an SEC-registered investment advisory firm in Hunt Valley, MD, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 305842
- Filed as: INDEPENDENT ACCESS PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hunt Valley, MD
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305842
- AdvisorCensus page: https://advisorcensus.com/firm/independent-access-partners-llc-hunt-valley-md-305842

## Quick answers

**How is Independent Access Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Independent Access Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Independent Access Partners, LLC located?**
Independent Access Partners, LLC's principal office is in Hunt Valley, MD, according to its Form ADV.

**Is Independent Access Partners, LLC registered with the SEC or a state?**
Independent Access Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 305842.

**How much does Independent Access Partners, LLC manage?**
Independent Access Partners, LLC reports $256,948,420 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary).

**How have Independent Access Partners, LLC's assets and staff changed since 2024?**
In the Form ADV data for Independent Access Partners, LLC: Regulatory assets under management: $196,463,289 in the October 2024 data and $256,948,420 in the October 2026 data, up 31%. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Independent Access Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (18).

**Does Independent Access Partners, 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/305842

**What changed in Independent Access Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $229,647,264 to $256,948,420 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $256,948,420
- Discretionary: $256,948,420
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 18 | $256,948,420 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 3 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.

### Websites listed on Form ADV (Item 1.I)
- independentaccesspartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $196,463,289 | 5 | June 27, 2024 |
| October 2025 | $224,977,204 | 5 | May 5, 2025 |
| October 2026 | $256,948,420 | 5 | August 12, 2026 |

Regulatory assets under management: $196,463,289 in the October 2024 data and $256,948,420 in the October 2026 data, up 31%.
Total employees: 5 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $229,647,264 to $256,948,420 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Independent Access Partners, LLC (CRD 305842): Form ADV filing data as of October 2026.