Access Holdings Management Company LLC (Baltimore)

Name: Access Holdings Management Company LLC
Address: 6 East Eager St., Baltimore, MD, 21202 5101
Telephone: 443-836-6931

Access Holdings Management Company LLC is a large advisory firm based in Baltimore. It manages $410.26 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Maryland.

Access Holdings Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Access Holdings Management Company: assets under management

The assets under management (AUM) of Access Holdings Management Company LLC is $410.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and $115.61 million of the total AUM is attributable to clients outside of the United States.

The firm manages $410.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.56 million each.

Access Holdings Management Company has custody of $410.26 million in cash and securities for 13 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Access Holdings Management Company LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Access Holdings Management Company serves?

The only and largest group of clients of Access Holdings Management Company is pooled investment vehicles with 13 clients and $410.26 million of assets under management. Among the 5 most similar advisory firms, Access Holdings Management Company has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $410.26 million for 13 clients. 8% of the firm’s clients are foreign persons or businesses.

Access Holdings Management Company also advises several private funds. Namely, thirteen private equity funds.

Careers at Access Holdings Management Company LLC

The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Francis Mcallister	Managing partner & trustee of the mcallister family irrevocable trust i	1 Jan 2013	50% - 75%	6959880
Mohammad Omar Kaiser Rahman	Chief compliance officer; vice president - finance & operations	1 Feb 2017	Other	6959882
The Mcallister Family Irrevocable Trust I	Member	1 Aug 2018	50% - 75%	83-6301292

Based in Baltimore

The principal office where Access Holdings Management Company LLC performs its advisory services is located at 6 East Eager St., Baltimore, MD 21202 5101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 443-836-6931 or by fax 443-973-6108. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at accessholdings.com.