Investment adviser · CRD 153558
ACCESS CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
BETHANY, OK, United States · Form ADV filed Feb 4, 2015
- Regulatory AUM
- $3.71M Form ADV · Item 5.F
- Client accounts
- 46 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 4, 2015. View historical filings
Reported services
Individual portfolio management · Publication of newsletters · Market timing
Compensation
Percentage of assets · Subscription · Fixed
Principal office
6632 NW 39TH EXPRESSWAYBETHANY, OK, 73008, United States
CRD 153558
Filing source
Form ADV 870666 · Feb 4, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.