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| Access Investment Management LLC
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| CRD # | 322491 |
| SEC # | 801-126503 |
| CIK # | 0000908001, 0002010477, 0001482282 |
| AUM | 456.4 M (2026-02-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 678-429-4949 |
| Address | 3715 Northside Parkway Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000908001 0002010477 0001482282 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Jabil Circuit Inc | 31.1 | ||
| United Rentals Inc /DE | 23.3 | ||
| Stifel Financial Corp | 15.8 | ||
| Apollo Global Management Inc | 15.8 | ||
| Sonoco Products Co | 15.7 | ||
| Wiley John & Sons Inc | 14.0 | ||
| Citigroup Inc | 13.5 | ||
| East West Bancorp Inc | 13.5 | ||
| Donnelley Financial Solutions Inc | 11.0 | ||
| J P Morgan Chase & Co | 10.4 | ||
| Bank of America Corp /DE/ | 10.2 | ||
| Customers Bancorp Inc | 9.7 | ||
| Genpact Ltd | 9.4 | ||
| on Semiconductor Corp | 8.6 | ||
| Agnico Eagle Mines Ltd | 8.1 | ||
| Sally Beauty Holdings Inc | 7.8 | ||
| Phillips van Heusen Corp /DE/ | 7.5 | ||
| Open Text Corp | 7.1 | ||
| Fifth Third Bancorp | 7.1 | ||
| Lincoln National Corp | 7.0 | ||
| LKQ Corp | 6.4 | ||
| Everett Spinco Inc | 6.3 | ||
| Liquidity Services Inc | 6.1 | ||
| Integra Lifesciences Holdings Corp | 6.0 | ||
| La-Z-Boy Inc | 5.9 | ||
| Smurfit Westrock Ltd | 5.8 | ||
| Avnet Inc | 4.9 | ||
| Ladder Capital Corp | 4.7 | ||
| Omnicom Group Inc | 4.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 8.4 |
| (b) Individuals (high net worth individuals) | 16 | 238.2 |
| (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 | 52.3 |
| (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 | 157.6 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 456.4 |
| By Discretionary | ||
| Discretionary | 82 | 166.9 |
| Non-Discretionary | 3 | 289.5 |
| Total | 85 | 456.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.4 | |
| Total | 85 | 456.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001482282] | |
| 13F-HR | [0002010477] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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