Investment adviser · CRD 165711

ACCESS STRATEGIC ADVISORY GROUP, LLC

Investment adviser filing (IA)

FORT WORTH, TX, United States · Form ADV filed May 8, 2014

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ACCESS STRATEGIC ENERGY FUND, LPOther Private Fund · Last reported May 16, 2013$3.8MGross asset value
Auditor ROTHSTEIN KASS DALLAS, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8689801677
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 735452 · May 16, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 8, 2014. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

6050 SOUTHWEST BOULEVARD, SUITE 327
FORT WORTH, TX, 76109, United States

CRD 165711

Filing source

Form ADV 823631 · May 8, 2014 · 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.