Independent Access Partners provides portfolio management for pooled vehicles. The firm advises 18 private funds.
Independent Access Partners reports 18 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($257M across 18 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 18 | $257M | 100.0% | $14.3M |
| Total | 18 | $257M | 100% | $14.3M |
- Clients
- 18
- Regulatory AUM
- $257M
- AUM share
- 100.0%
- Avg. per client
- $14.3M
Total
- Clients
- 18
- Regulatory AUM
- $257M
- AUM share
- 100%
- Avg. per client
- $14.3M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 18
Independent Access Partners is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Hunt Valley Partners, LLC owns 75% or more of Independent Access Partners and is in turn owned by Leo Kelly (50–75%). The leadership team of Independent Access Partners includes Chief Compliance Officer Kevin Cuff. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- Owns 75% or more of Independent Access Partners, LLC
Hunt Valley Partners, LLC
Control person · since April 2019
- Owns 50% to 75% of Hunt Valley Partners, LLC
Leo Kelly
Control person · since August 2014
Independent Access Partners’ regulatory assets grew from $196M (June 2024) to $257M (August 2026); clients rose from 13 to 18 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $257M | 18 | 5 | 1 |
| May 2025May 2025 | $225M | 16 | 5 | 1 |
| Jun 2024June 2024 | $196M | 13 | 5 | 1 |
Besides its headquarters, Independent Access Partners has 0 offices, with 1 listed address in 1 state.
Maryland · 1 listed address
- 50 Schilling RD, Suite 300, Hunt ValleyHQ
Contact and registration details
- Legal name
- Independent Access Partners, LLC
- Headquarters
- 50 Schilling RD, Suite 300, Hunt Valley, MD 21031
- Phone
- 410-828-5523
- SEC file
- 801-130785
- Structure
- Delaware LLC
- Fiscal year end
- December
Independent Access Partners has custody of $257M for 18 clients.
How many clients does Independent Access Partners have?
Independent Access Partners has 18 clients and manages $257 million for them, as of August 2026. They include 18 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 August 2026
What services does Independent Access Partners offer?
Independent Access Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Independent Access Partners have?
Independent Access Partners has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Independent Access Partners?
Independent Access Partners is owned through a holding company by Leo Kelly. Its direct owner is Hunt Valley Partners, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 August 2026
How does Independent Access Partners get paid?
Independent Access Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Independent Access Partners?
Independent Access Partners’ main office is at 50 Schilling RD, Suite 300, Hunt Valley, MD 21031. Its phone number is 410-828-5523. Its website is independentaccesspartners.com.