|
⚲
|
| Access Real Estate LLC
✚
|
|
|---|---|
| CRD # | 337329 |
| SEC # | 801-135637 |
| CIK # | |
| AUM | $63.4 M (2026-04-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 502-292-5500 |
| Address | 4360 Brownsboro Road Louisville, KY 40207 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Access Real Estate Fund I | [2026-02-20] | 17.0 | 17.4 |
| RE | Access Real Estate Fund II | [2026-02-20] | 27.6 | 29.5 |
| RE | Access Real Estate Fund Iii-Sawgrass | [2026-02-20] | 7.3 | 7.3 |
| RE | Access SSP GP Fund 2 | [2026-02-20] | 9.0 | 9.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 63.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 63.4 |
| By Discretionary | ||
| Discretionary | 4 | 63.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 63.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 63.4 | |
| Total | 4 | 63.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Anthony Christensen | 4 | 1 | ||
| Access Real Estate LLC | 3 | 1 | ||
| Access Wealth Management Inc | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Merion Realty Advisers LLC
✚
|
PA | 0.1 |
|
Baseline Partners LLC
✚
|
AZ | 0.1 |
|
PARE Partners LLC
✚
|
FL | 0.1 |
|
Thirdline Capital Management LLC
✚
|
VA | 0.1 |
|
Blackstone Real Estate Advisors V LP
✚
|
NY | 0.1 |
|
Roosevelt Management Company LLC
✚
|
NY | 0.1 |
|
Prospect Credit REIT Advisor LLC
✚
|
FL | 0.0 |
|
Simpleadvisory LLC
✚
|
NY | 0.0 |
|
Hawkeye Partners LP
✚
|
0.0 | |
|
Quadrant Real Estate Advisors LLC
✚
|
GA | 0.0 |