ACCESS EQUITY MANAGEMENT LIMITED
Adviser information for ACCESS EQUITY MANAGEMENT LIMITED last updated from Form ADV on June 19th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 6 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 12 |
| No. of Non-U.S. Clients | 100 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-107368 |
|---|---|
| SEC ERA File Number | 801-107368 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281964 |
| Legal Entity Identifier | None |
Principal Office
43-45 DORSET STREETLONDON
United Kingdom
Monday - Friday, 9:00 AM - 5:00 PM GMT
Tel: +4420-7828-7230, Fax: None
Websites
Chief Compliance Officer
TOBIAS J. RAYMOND
43-45 DORSET STREET
LONDON
United Kingdom
Tel:
+4420 7828 7230
S**@************M
(Full email address available in API data)
Industry Affiliates
| ACCESS EQUITY ASIA PTE. LTD., | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RAYMOND, TOBIAS, JOSEPH | Individual | – | MEMBER/MANAGING DIRECTOR/CCO | 09/2000 | > 75% |
| ACCESS EQUITY ASIA PTE. LTD. | Foreign Entity | – | MEMBER | 03/2009 | 5-10% |
| RAYMOND, TOBIAS, JOSEPH | Individual | ACCESS EQUITY ASIA PTE. LTD. | MEMBER | 06/2009 | > 75% |