ACCESS FUND MANAGEMENT, LLC
ACCESS FUND MANAGEMENT, LLC of PALM HARBOR, FL is an SEC-registered investment adviser (CRD 125247). Regulatory assets under management: $8.4M.
Registration
- CRD: 125247
- SEC file number: 801-61826
- Type: Registered investment adviser
- Location: 4114 WOODLANDS BLVD, SUITE 303, PALM HARBOR, FL, 34685
- Phone: 813-425-4712
- Latest filing: 2015-03-31
- Regulatory AUM: $8.4M
- Discretionary AUM: $8.4M
- Clients: 4
- Accounts: 15
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| WILLIAMS MICHAEL VAL | CEO AND MANAGING MEMBER; MANAGER; MANAGING MEMBER & CEO (+2 more) | — |
| TRUMPFHELLER KENNETH DAVID | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BOLT MARK THOMAS | MANAGER | — |
Private funds (4)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| ACCESS DYNAMIC GROWTH FUND, LP | Hedge Fund | — | 1 | $2.3M | $500K |
| ACCESS PERFORMEX MULTI-MANAGER FUND (3C1), LP | Hedge Fund | — | 4 | $2.3M | $500K |
| ACCESS PERFORMEX MULTI-MANAGER IDF FUND (3C1), LP | Hedge Fund | — | 1 | $1.5M | $500K |
| ACCESS DYNAMIC GROWTH IDF FUND, LP | Hedge Fund | — | 1 | $1.5M | $500K |
Fund service providers (1)
- administrator: FLEMING FINANCIAL SERVICES, P.C. — 4 funds
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