ACCESS INVESTMENT MANAGEMENT, LLC
Adviser information for ACCESS INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 56 | $130.7M |
Non-Discretionary | 3 | $233.3M |
Total | 59 | $363.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 10 | $3.5M |
HNW Individuals | 14 | $197.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $46.7M |
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 | <5 | $116.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
3715 NORTHSIDE PARKWAYBUILDING 400, SUITE 210
ATLANTA
GA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (678) 429-4949, Fax: None
Websites
Chief Compliance Officer
MATTHEW REAMS
MANAGING PRINCIPAL
3715 NORTHSIDE PARKWAY
BUILDING 400, SUITE 210
ATLANTA
GA
United States
Tel:
(678) 429-4949
M*****@********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
REAMS, MATTHEW, DARREN | Individual | – | CCO | 09/2022 | < 5% |
MDR INVESTMENT HOLDINGS, INC. | Domestic Entity | – | OWNER | 01/2023 | > 75% |
REAMS, MATTHEW, DARREN | Individual | MDR INVESTMENT HOLDINGS, INC. | OWNER | 04/2010 | 50-75% |
REAMS, DEBRA, BUNDE | Individual | MDR INVESTMENT HOLDINGS, INC. | OWNER | 04/2010 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
180 DEGREE CAP CORP | COM NEW | 17K | 5K | – |
AGCO CORP | COM | 734K | 8K | – |
AGNICO EAGLE MINES LTD | COM | 6M | 97K | – |
ALLISON TRANSMISSION HLDGS I | COM | 2M | 22K | – |
APOLLO GLOBAL MGMT INC | COM | 17M | 142K | – |
APPLE INC | COM | 88K | 417 | – |
ARES CAPITAL CORP | COM | 1M | 58K | – |
ARES COML REAL ESTATE CORP | COM | 570K | 86K | – |
AT&T INC | COM | 1M | 54K | – |
AVNET INC | COM | 6M | 110K | – |
BANK AMERICA CORP | COM | 9M | 225K | – |
BAYTEX ENERGY CORP | COM | 4M | 1M | – |
BERRY CORP | COM | 3M | 437K | – |
BEST BUY INC | COM | 104K | 1K | – |
BGC GROUP INC | CL A | 551K | 66K | – |
BLACKROCK TCP CAPITAL CORP | COM | 586K | 54K | – |
BRITISH AMERN TOB PLC | SPONSORED ADR | 242K | 8K | – |
BROWN & BROWN INC | COM | 3M | 36K | – |
CARDINAL HEALTH INC | COM | 107K | 1K | – |
CASELLA WASTE SYS INC | CL A | 893K | 9K | – |
CATHAY GEN BANCORP | COM | 774K | 21K | – |
CENTENE CORP DEL | COM | 42K | 630 | – |
CHUYS HLDGS INC | COM | 14K | 550 | – |
CITIGROUP INC | COM NEW | 7M | 117K | – |
COCA-COLA EUROPACIFIC PARTNE | SHS | 401K | 6K | – |
CORNING INC | COM | 33K | 851 | – |
COSTCO WHSL CORP NEW | COM | 17K | 20 | – |
CUSTOMERS BANCORP INC | COM | 14M | 281K | – |
DANA INC | COM | 1M | 90K | – |
DARLING INGREDIENTS INC | COM | 10M | 268K | – |
DISNEY WALT CO | COM | 617K | 6K | – |
DONNELLEY FINL SOLUTIONS INC | COM | 13M | 219K | – |
EAST WEST BANCORP INC | COM | 9M | 128K | – |
FIFTH THIRD BANCORP | COM | 6M | 153K | – |
FIRST HORIZON CORPORATION | COM | 1M | 88K | – |
GENERAL MTRS CO | COM | 688K | 15K | – |
GENPACT LIMITED | SHS | 5M | 148K | – |
HAIN CELESTIAL GROUP INC | COM | 5K | 790 | – |
HANOVER INS GROUP INC | COM | 267K | 2K | – |
HARTE HANKS INC | COM | 6K | 770 | – |
HERCULES CAPITAL INC | COM | 781K | 38K | – |
HOME DEPOT INC | COM | 172K | 500 | – |
HONEYWELL INTL INC | COM | 59K | 275 | – |
HUDSON GLOBAL INC | COM NEW | 12K | 745 | – |
INFORMATION SVCS GROUP INC | COM | 9K | 3K | – |
INTERFACE INC | COM | 2M | 160K | – |
INTERNATIONAL MNY EXPRESS IN | COM | 2M | 77K | – |
INVESCO EXCH TRADED FD TR II | FTSE RAFI SML | 151K | 5K | – |
INVESCO EXCH TRADED FD TR II | KBW BK ETF | 3K | 60 | – |
ISHARES GOLD TR | ISHARES NEW | 617K | 14K | – |
ISHARES TR | IBONDS 24 TRM TS | 24K | 1K | – |
ISHARES TR | INTL SEL DIV ETF | 1M | 49K | – |
ISHARES TR | RUS 1000 VAL ETF | 31K | 180 | – |
ISHARES TR | SP SMCP600VL ETF | 3M | 34K | – |
ITERIS INC NEW | COM | 12K | 3K | – |
JABIL INC | COM | 15M | 141K | – |
JELD-WEN HLDG INC | COM | 2M | 113K | – |
JERASH HLDGS US INC | COM | 150K | 49K | – |
JOHNSON & JOHNSON | COM | 880K | 6K | – |
JPMORGAN CHASE & CO. | COM | 12M | 60K | – |
KFORCE INC | COM | 2M | 36K | – |
LA Z BOY INC | COM | 4M | 116K | – |
LADDER CAP CORP | CL A | 3M | 277K | – |
LEAR CORP | COM NEW | 3M | 29K | – |
LINCOLN NATL CORP IND | COM | 6M | 202K | – |
LIQUIDITY SVCS INC | COM | 2M | 82K | – |
LKQ CORP | COM | 5M | 120K | – |
MASTECH DIGITAL INC | COM | 930K | 124K | – |
MCDONALDS CORP | COM | 166K | 650 | – |
MICROSOFT CORP | COM | 291K | 650 | – |
MIDCAP FINANCIAL INVSTMNT CO | COM NEW | 394K | 26K | – |
MOLINA HEALTHCARE INC | COM | 45K | 152 | – |
NEWMARK GROUP INC | CL A | 589K | 58K | – |
OFS CAP CORP | COM | 22K | 3K | – |
O-I GLASS INC | COM | 4M | 340K | – |
ON SEMICONDUCTOR CORP | COM | 9M | 138K | – |
PROCTER AND GAMBLE CO | COM | 72K | 437 | – |
RAYMOND JAMES FINL INC | COM | 4M | 29K | – |
REPUBLIC SVCS INC | COM | 1M | 6K | – |
RESOURCES CONNECTION INC | COM | 1M | 133K | – |
RITHM CAPITAL CORP | COM NEW | 1M | 127K | – |
SALLY BEAUTY HLDGS INC | COM | 3M | 250K | – |
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 71K | 2K | – |
SKYWORKS SOLUTIONS INC | COM | 102K | 955 | – |
SONOCO PRODS CO | COM | 5M | 102K | – |
STIFEL FINL CORP | COM | 12M | 142K | – |
TOWNSQUARE MEDIA INC | CL A | 4M | 396K | – |
TURNING PT BRANDS INC | COM | 4M | 121K | – |
ULTA BEAUTY INC | COM | 137K | 355 | – |
UNITED PARCEL SERVICE INC | CL B | 899K | 7K | – |
UNITED RENTALS INC | COM | 21M | 32K | – |
UNITED THERAPEUTICS CORP DEL | COM | 2M | 7K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 3M | 15K | – |
VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 5M | 65K | – |
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 108K | 2K | – |
WARNER BROS DISCOVERY INC | COM SER A | 149K | 20K | – |
WESCO INTL INC | COM | 883K | 6K | – |
WESTROCK CO | COM | 16M | 327K | – |
WHIRLPOOL CORP | COM | 11M | 110K | – |
WILEY JOHN & SONS INC | CL A | 3M | 67K | – |
WILLIS TOWERS WATSON PLC LTD | SHS | 359K | 1K | – |
WINTRUST FINL CORP | COM | 2M | 18K | – |
WORLD GOLD TR | SPDR GLD MINIS | 277K | 6K | – |