HUNT VALLEY, MDCRD 305842Latest ADV March 26, 2026
Independent Access Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated March 26, 2026, reports $257M in regulatory assets under management, 5 employees, and 18 accounts.
Assets Under Management
$257M
Employees
5
Offices
--
Total Clients
18
Primary office
HUNT VALLEY, MD
50 SCHILLING RD, SUITE 300, HUNT VALLEY, MD, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of March 26, 2026
Discretionary100.0%
$257M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$257M
Total Accounts18
10Y AUM Change+$60M (+30.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.