{"url":"https://nivawealth.com/firms/independent-access-partners-305842","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305842","regulatoryAum":256948420,"crd":"305842","history":[{"filedOn":"2024-06-27","regulatoryAum":196463289,"clients":13,"employees":5,"offices":1},{"filedOn":"2025-05-05","regulatoryAum":224977204,"clients":16,"employees":5,"offices":1},{"filedOn":"2026-08-12","regulatoryAum":256948420,"clients":18,"employees":5,"offices":1}],"secFileNumber":"801-130785","legalName":"Independent Access Partners, LLC","displayName":"Independent Access Partners","slug":"independent-access-partners-305842","website":"https://independentaccesspartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/305842/353adeb0c60cc05f-r1.webp","tone":"light","width":956,"height":200,"sourceUrl":"https://independentaccesspartners.com/","sourceLabel":"Independent Access Partners, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"50 Schilling RD, Suite 300","city":"Hunt Valley","state":"MD","stateName":"Maryland","country":"United States","postalCode":"21031"},"tradeNames":[],"registration":{"secApproved":"26 July 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":256948420,"discretionary":256948420,"discretionaryAccounts":18,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":18,"regulatoryAum":256948420}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Independent Access Partners has custody of $257M for 18 clients.","otherCustodians":[],"leadership":[{"name":"Kevin Cuff","title":"Chief Compliance Officer","crd":"3274631"},{"name":"Matthew Andrulot","title":"Elected Manager, Executive Director","crd":"4197694"},{"name":"Leo Kelly","title":"Managing Member","crd":"2872188"},{"name":"Thomas New","title":"Elected Manager, Executive Director","crd":"3084313"}],"ownership":[{"label":"Hunt Valley Partners, LLC","detail":"Member in the 75% or more ownership band and a control person, since April 2019."},{"label":"Leo Kelly","detail":"Indirect owner: a manager of Hunt Valley Partners, LLC in the 50% to 75% band and a control person, since August 2014.","parent":"Hunt Valley Partners, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"50 Schilling RD, Suite 300","city":"Hunt Valley","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"410-828-5523","stateRegisteredReps":0,"otherAdviserReps":3,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":18},"sources":{"adv1FilingDate":"12 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/305842/PDF/305842.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Independent Access Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Independent Access Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Independent Access Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Independent Access Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Independent Access Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Independent Access Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}