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ACCESS EQUITY MANAGEMENT LIMITED

CRD 281964File 801-107368
APPROVED
Retail clients
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
11
Not reported accounts
Employees
2

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Mar 11, 2016
Principal office
93 GLOUCESTER PLACE, LONDON, W1U 6JQ
Phone
+4420-7828-7230

Assets & accounts

ADV Item 5F
Total regulatory AUM
Not reported
Discretionary AUM
Not reported
Non-discretionary AUM
Not reported
Discretionary accounts
Not reported
Non-discretionary accounts
Not reported
Total accounts
Not reported
AUM per client
—

Clients by type

ADV Item 5D
Client typeClientsAUM
Other6$0
Investment companies4$0
High net worth individuals1$0

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 12, 2026AUM$0—
Aug 12, 2026Accounts0—
Jul 1, 2026Clients1211decreased by1
Jul 1, 2021Employees32decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ACCESS EQUITY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCESS EQUITY” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.