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| Happy Holidays!! thanks for using AUM13F!! |
| Access Investment Management LLC
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| CRD # | 322491 |
| SEC # | 801-126503 |
| CIK # | 0002010477, 0001482282, 0000908001 |
| AUM | $419.6 M (2025-04-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 678-429-4949 |
| Address | 3715 Northside Parkway Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Jabil Circuit Inc | 27.9 | ||
| United Rentals Inc /DE | 24.0 | ||
| Apollo Global Management Inc | 20.2 | ||
| Stifel Financial Corp | 14.8 | ||
| J P Morgan Chase & Co | 14.6 | ||
| Smurfit Westrock Ltd | 14.0 | ||
| Donnelley Financial Solutions Inc | 13.5 | ||
| East West Bancorp Inc | 13.0 | ||
| Sonoco Products Co | 10.5 | ||
| Citigroup Inc | 10.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 7.5 |
| (b) Individuals (high net worth individuals) | 14 | 225.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 51.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 134.8 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 419.6 |
| By Discretionary | ||
| Discretionary | 69 | 151.3 |
| Non-Discretionary | 3 | 268.3 |
| Total | 72 | 419.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.6 | |
| Total | 72 | 419.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001482282] | |
| 13F-HR | [0002010477] |
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