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INDEPENDENT ACCESS PARTNERS, LLC
CRD 305842File 801-130785
APPROVED
Custody
Filing as of Aug 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$256.9M
Below cohort median (national)
Discretionary AUM
$256.9M
Clients
18
18 accounts
Employees
5
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 26, 2024
- Principal office
- 50 SCHILLING RD, SUITE 300, HUNT VALLEY, MD, 21031
- Phone
- 410-828-5523
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $256.9M
- Discretionary AUM
- $256.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 18
- Non-discretionary accounts
- 0
- Total accounts
- 18
- AUM per client
- $14.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 18 | $256.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 16 | 18 | increased by2 |
| Apr 1, 2026 | AUM | $229,647,264 | $256,948,420 | increased by$27,301,156 |
| Apr 1, 2026 | Accounts | 16 | 18 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $221,933,048 | $229,647,264 | increased by$7,714,216 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INDEPENDENT ACCESS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INDEPENDENT ACCESS” 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.