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| Access Investment Management LLC
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| |
|---|---|
| CRD # | 322491 |
| SEC # | 801-126503 |
| CIK # | 0002010477, 0001482282, 0000908001 |
| AUM | $363.9 MM (2024-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 678-429-4949 |
| Address | 3715 Northside Parkway Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0002010477 0001482282 0000908001 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| United Rentals Inc /DE | 17,758.9 | 20.6 | |
| Apollo Global Management Inc | 29,452.5 | 16.8 | |
| Jabil Circuit Inc | 7,490.1 | 15.4 | |
| Customers Bancorp Inc | 1,152.7 | 13.5 | |
| Donnelley Financial Solutions Inc | 928.3 | 13.0 | |
| J P Morgan Chase & Co | 340,169.2 | 12.1 | |
| Stifel Financial Corp | 6,206.0 | 12.0 | |
| Whirlpool Corp /DE/ | 9,050.3 | 11.2 | |
| Darling International Inc | 10,325.6 | 9.9 | |
| on Semiconductor Corp | 22,946.2 | 9.5 | |
| East West Bancorp Inc | 9,510.7 | 9.4 | |
| Bank of America Corp /DE/ | 278,315.2 | 8.9 | |
| Citigroup Inc | 91,678.1 | 7.4 | |
| Agnico Eagle Mines Ltd | 22,129.1 | 6.3 | |
| Lincoln National Corp | 8,366.9 | 6.3 | |
| Avnet Inc | 4,187.6 | 5.7 | |
| Fifth Third Bancorp | 23,903.3 | 5.6 | |
| Sonoco Products Co | 5,543.5 | 5.2 | |
| LKQ Corp | 14,124.7 | 5.0 | |
| Genpact Ltd | 7,844.8 | 4.8 | |
| Townsquare Media Inc | 147.3 | 4.3 | |
| La-Z-Boy Inc | 1,051.9 | 4.3 | |
| Baytex Energy Corp | 4.0 | ||
| Turning Point Brands Inc | 519.6 | 3.9 | |
| Owens Illinois Inc /DE/ | 2,293.2 | 3.8 | |
| Raymond James Financial Inc | 19,897.9 | 3.6 | |
| LEAR Corp | 8,055.1 | 3.3 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 3.5 |
| (b) Individuals (high net worth individuals) | 14 | 197.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 46.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 116.7 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 363.9 |
| By Discretionary | ||
| Discretionary | 56 | 130.7 |
| Non-Discretionary | 3 | 233.3 |
| Total | 59 | 363.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.9 | |
| Total | 59 | 363.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001482282] | |
| 13F-HR | [0002010477] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
McCarthy Asset Management Inc
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CA | 0.4 |
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Johnson & White Wealth Management LLC
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PA | 0.4 |
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NY | 0.4 |
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Borer Denton & Associates Inc
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Montgomery Investment Management Inc
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MD | 0.4 |
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Garner Asset Management Corporation
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TX | 0.4 |
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Stuart Chausse & Associates Inc
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CA | 0.4 |
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Juncture Asset Management LLC
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AZ | 0.4 |
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Noble Family Wealth LLC
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FL | 0.4 |
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Benchmark Wealth Management LLC
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CT | 0.4 |