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RIA / WealthPrivate fundreal estate fund3(c)(1)fund of funds

ACCESS REAL ESTATE FUND I, LLC

advised by ACCESS WEALTH MANAGEMENT, INC.

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bad19ed6-44a1-bd2b-9710-98dcb147edaa

Data as of Aug 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2024 to Aug 20, 2024
2 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Access Real Estate Fund I, LLC

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: ACCESS WEALTH MANAGEMENT, INC.CRD 281616
Fund type: Real Estate Fund
Latest reported GAV: $17.0Mgross asset value on Schedule D 7.B(1), as of 2024-08-20; never fund size
Peak reported GAV: $17.0M
Beneficial owners: 24
Minimum investment: $250,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Form D file number: 021-2014742an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 30, 2024
Last reported: Aug 20, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-7036603909

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Aug 20, 2024	$17.0M	24	$250,000	0.0%	yes	ACCESS REAL ESTATE FUND I, LLC
Mar 30, 2024	$17.0M	24	$250,000	0.0%	yes	ACCESS REAL ESTATE FUND I, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
STOCK YARDS BANK & TRUST	STOCK YARDS BANK & TRUST	Louisville	Kentucky	United States	no	n/a

Relationships

Advises (1)

← ACCESS WEALTH MANAGEMENT, INC.Registered adviserReal Estate Fund, IA
Mar 30, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bad19ed6-44a1-bd2b-9710-98dcb147edaa
First observed: Mar 30, 2024
Last observed: Aug 20, 2024 25 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACCESS REAL ESTATE FUND I, LLC

advised by ACCESS WEALTH MANAGEMENT, INC.

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bad19ed6-44a1-bd2b-9710-98dcb147edaa

Data as of Aug 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Aug 20, 2024

$17.0M

$250,000

0.0%

yes

ACCESS REAL ESTATE FUND I, LLC

Mar 30, 2024

$17.0M

$250,000

0.0%

yes

ACCESS REAL ESTATE FUND I, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

STOCK YARDS BANK & TRUST

Louisville

Kentucky

United States

n/a