ACCESS HOLDINGS MANAGEMENT COMPANY LLC
SEC RegisteredAbout the firm
Formed in 2013, Access Holdings is a research-led, data-driven investment firm that partners with lower-middle market businesses in industries essential to economic growth and resilience. The Access Edge combines Processes, Programs, and People, allowing us to target and modernize companies we want to own — fast-tracking growth for the long term.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investment and partnership with lower-middle market businesses, applying thematic research, proven playbooks, modern technology systems, and hands-on execution to build resilient companies and category leaders through add-on acquisitions and platform formation.
Who they serve
Lower-middle market businesses, including founders of companies with greater than $5M to less than $20M in EBITDA at platform formation, in fragmented industries with persistent demand and low volatility.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 27 | $2.3B |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACCESS HOLDINGS MANAGEMENT COMPANY LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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