Independent Access Partners, LLC
SEC RegisteredYour Gateway to Private Market Investing
About the firm
Independent Access Partners helps advisors evaluate and access private market investments, offering carefully selected, unique opportunities with an emphasis on alignment—investing in the same funds alongside clients. The firm focuses on simplicity, transparency, and research-driven investing to help portfolios go beyond traditional 60/40 strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Access to curated private market investments, research and due diligence on private strategies, digital subscription and document management, consolidated reporting and performance dashboards, capital call tracking, simplified tax documentation, and a secure investor and advisor platform interface
Who they serve
Investment advisors and their clients seeking access to private market investments
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 18 | $257M |
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. Independent Access Partners, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched