DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Access Holdings Management Company LLC
Latest filing Mar 26, 2026
First filing on the tape Aug 21, 2018 · 11 filings
SEC status approved since Sep 25, 2018
RAUM
$2.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
38
23 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
27
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$2.3B as of Mar 26, 2026
Mar 30, 2019$410M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 30, 20190 then
Employees (5.A)38 as of Mar 26, 2026
Mar 30, 20197 then
Private funds27 as of Mar 26, 2026
Mar 30, 201913 then
RAUM -18% over the last fiscal year-1.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $84.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -18%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 27reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
36 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Access Holdings Fund I LP | Private Equity Fund | $670M | 0 | Mar 30, 2019 |
| Access Holdings (Fpg) L.P. | Private Equity Fund | $542M | 2 | Mar 31, 2022 |
| Access Car Wash Co-Investment LP | Private Equity Fund | $382M | 0 | Mar 30, 2020 |
| Access Holdings (Fpg) Feeder L.P. | Private Equity Fund | $224M | 1 | Mar 31, 2022 |
| Kuv Feeder LP | Private Equity Fund | $222M | 0 | Aug 21, 2018 |
| Access Car Wash Holdings, LLCno longer reported | Private Equity Fund | $192M | 0 | Mar 30, 2020 |
| Access Foundation Partners Group I, LLCno longer reported | Private Equity Fund | $173M | 9 | Aug 21, 2018 |
| Access Sports Holdings LLCno longer reported | Private Equity Fund | $172M | 2 | Mar 30, 2021 |
| Access Pet Feeder, LLCno longer reported | Private Equity Fund | $164M | 4 | Mar 30, 2019 |
| Access Holdings Fund II LP | Private Equity Fund | $114M | 0 | Mar 31, 2022 |
| Scp III Aiv Two Blocker, Inc.no longer reported | Private Equity Fund | $110M | 2 | Aug 21, 2018 |
| Spotless Brands Holdings II Co-Investment, LP | Private Equity Fund | $87.1M | 1 | Mar 29, 2024 |
| Access Foundation Partners Group II, LLC | Private Equity Fund | $70.5M | 1 | Aug 21, 2018 |
| Access Fls Co-Investment LP | Private Equity Fund | $50.1M | 1 | Mar 30, 2023 |
| Kuv Access Bnyh Feeder LP | Private Equity Fund | $42.5M | 1 | Aug 21, 2018 |
| Access Marinas Co-Investmnent LP | Private Equity Fund | $42.1M | 0 | Mar 30, 2023 |
| Access Holdings (Fpg Feeder) II L.P. | Private Equity Fund | $36.6M | 2 | Mar 31, 2022 |
| Access Pet Co-Investment II LP | Private Equity Fund | $36.2M | 1 | Mar 30, 2021 |
| Access Holdings Fund II-A LP | Private Equity Fund | $35.8M | 13 | Mar 31, 2022 |
| Access Sports Co-Investment LP | Private Equity Fund | $28.9M | 1 | Mar 30, 2021 |
| Access Pet Co-Investment II LLCno longer reported | Private Equity Fund | $28.6M | 4 | Mar 30, 2021 |
| Fpg Access Ats Feeder II LPno longer reported | Private Equity Fund | $28.4M | 0 | Mar 30, 2020 |
| Astp Holdings Co-Investment LP | Private Equity Fund | $27.9M | 1 | Mar 29, 2024 |
| Spotless Brands Holdings Pik Co-Investment LP | Private Equity Fund | $26.9M | 1 | Mar 29, 2024 |
| Access Kis Blocker, Incno longer reported | Private Equity Fund | $24.4M | 1 | Mar 30, 2020 |
| Access Pet Co-Investment LP | Private Equity Fund | $22.6M | 1 | Mar 30, 2019 |
| Kuv Access Ats Feeder LP | Private Equity Fund | $22.2M | 2 | Aug 21, 2018 |
| Fpg Access Ats Feeder I LPno longer reported | Private Equity Fund | $19.2M | 0 | Mar 30, 2020 |
| Access Pet Holdco Incno longer reported | Private Equity Fund | $19.1M | 1 | Mar 30, 2019 |
| Access Holdings (Fpg Management Parallel) L.P. | Private Equity Fund | $11.7M | 0 | Mar 31, 2022 |
| Access Holdings Fund II Co-Investment LP | Private Equity Fund | $11.6M | 0 | Mar 31, 2022 |
| Access Steton LLC | Private Equity Fund | $7.1M | 0 | Aug 21, 2018 |
| Fpg Management Holdco, LLCno longer reported | Private Equity Fund | $2.6M | 6 | Aug 21, 2018 |
| Access Foundation Partners Group III, LP | Private Equity Fund | $472,000 | 1 | Aug 21, 2018 |
| Access Holdings Endurance Fund LP | Private Equity Fund | $0 | 0 | Mar 29, 2024 |
| Access Holdings Endurance Fund-A LP | Private Equity Fund | $0 | 0 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Francis Kevin Mcallister · Managing Partner & Trustee Of The Mcallister Family Irrevocable Trust I And The Mcallister Family Irrevocable Trust IIcontrolsince 01/2013 · owns 10% to 25%
- Omar Kaiser Mohammad Rahman · Chief Compliance Officer & Chief Financial Officercontrolsince 02/2017 · owns 5% to 10%
Entity owners
- The Mcallister Family Irrevocable Trust I · Memberdirect · owns 25% to 50%
- The Mcallister Family Irrevocable Trust II · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Access Holdings (Fpg) Gp L.P.pooled vehicle sponsorn
- Access Holdings Endurance Gp L.P.pooled vehicle sponsorn
- Access Holdings Gp LPpooled vehicle sponsorn
- Access Holdings I Gp L.P.pooled vehicle sponsorn
- Access Holdings II Gp L.P.pooled vehicle sponsorn
- Kuv Feeder Gp Ltd.pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY2 employees
- Charleston, SC
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 26, 2026custody of client assets (Item 9.A): no on the filing of 2025-04-22, yes on the filing of 2026-03-26peers: asset managers, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Accounts · 29 to 27Apr 22, 2025 to Mar 26, 2026
- Advisory employees · 26 to 23Apr 22, 2025 to Mar 26, 2026
- Pooled vehicle clients · 29 to 27Apr 22, 2025 to Mar 26, 2026
- Custody of client assets · false to trueApr 22, 2025 to Mar 26, 2026
- Employees · 40 to 38Apr 22, 2025 to Mar 26, 2026
- Private funds · 29 to 27Apr 22, 2025 to Mar 26, 2026
- Discretionary RAUM · $2.8B to $2.3BApr 22, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $2.8B to $2.3BApr 22, 2025 to Mar 26, 2026
- RAUM · $2.8B to $2.3BApr 22, 2025 to Mar 26, 2026
- Accounts · 25 to 29Mar 29, 2024 to Apr 22, 2025
- Advisory employees · 28 to 26Mar 29, 2024 to Apr 22, 2025
- Pooled vehicle clients · 25 to 29Mar 29, 2024 to Apr 22, 2025
- Custody of client assets · true to falseMar 29, 2024 to Apr 22, 2025
- Employees · 42 to 40Mar 29, 2024 to Apr 22, 2025
- Financial planning clients · 0 to 0Mar 29, 2024 to Apr 22, 2025
- Other offices · 2 to 1Mar 29, 2024 to Apr 22, 2025
- Private funds · 25 to 29Mar 29, 2024 to Apr 22, 2025
- Discretionary RAUM · $2.9B to $2.8BMar 29, 2024 to Apr 22, 2025
- Pooled vehicle RAUM · $2.9B to $2.8BMar 29, 2024 to Apr 22, 2025
- RAUM · $2.9B to $2.8BMar 29, 2024 to Apr 22, 2025
- Accounts · 20 to 25May 24, 2023 to Mar 29, 2024
- Pooled vehicle clients · 20 to 25May 24, 2023 to Mar 29, 2024
- Assets in custody · unset to 0.0May 24, 2023 to Mar 29, 2024
- Custody of client assets · false to trueMay 24, 2023 to Mar 29, 2024
- Employees · 44 to 42May 24, 2023 to Mar 29, 2024
- Other offices · 0 to 2May 24, 2023 to Mar 29, 2024
- Private funds · 20 to 25May 24, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.4B to $2.9BMay 24, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.4B to $2.9BMay 24, 2023 to Mar 29, 2024
- RAUM · $2.4B to $2.9BMay 24, 2023 to Mar 29, 2024
- Accounts · 22 to 20Sep 4, 2022 to Mar 30, 2023
- Advisory employees · 15 to 28Sep 4, 2022 to Mar 30, 2023
- Pooled vehicle clients · 22 to 20Sep 4, 2022 to Mar 30, 2023
- Assets in custody · 2077013740.0 to unsetSep 4, 2022 to Mar 30, 2023
- Custody of client assets · true to falseSep 4, 2022 to Mar 30, 2023
- Employees · 32 to 44Sep 4, 2022 to Mar 30, 2023
- Private funds · 22 to 20Sep 4, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.1B to $2.4BSep 4, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $2.1B to $2.4BSep 4, 2022 to Mar 30, 2023
- RAUM · $2.1B to $2.4BSep 4, 2022 to Mar 30, 2023
Signals
4 dated events
- Access Holdings Management Company Llc reported RAUM $2.1B, up 56% from $1.3B (2021-03-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Access Holdings Management Company Llc reported RAUM $1.3B, up 113% from $628.1M (2020-03-30 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Access Holdings Management Company Llc reported RAUM $628.1M, up 53% from $410.3M (2019-03-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Access Holdings Management Company Llc filed its initial SEC registration (Form ADV)Aug 21, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Access Holdings Management Company LLC · Independent Sponsorsshared crd · capital_provider
- Access Holdings Management Company LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- WWWW.LINKEDIN.COM/COMPANY/ACCESS-HOLDINGSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ACCESSHOLDINGS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 443-836-6931reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026