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Access Fund Management, LLC (Palm Harbor)


Access Fund Management, LLC is an adviser based in Palm Harbor. It manages $8.39 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Florida.

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Access Fund Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Access Fund Management: assets under management

The assets under management (AUM) of Access Fund Management, LLC is $8.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $559.48 thousand each.
Access Fund Management has custody of $7.52 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Access Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palm Harbor

The principal office where Access Fund Management, LLC performs its advisory services is located at 4114 Woodlands Blvd, Palm Harbor, FL 34685, which is also the mailing address of the firm. An additional office of the firm is in Southlake, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-425-4712 or by fax 813-283-2824. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at accessfundmanagement.com.


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