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Access Planning Partners
ACCESS PLANNING PARTNERS, LLC is a state-registered investment adviser with $27 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
ACCESS PLANNING PARTNERS, LLC is a state-registered investment adviser with $27 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Frequently asked questions
Does Access Planning Partners offer direct investments or fund-of-funds exposure?
The firm uses both direct investments and fund-of-funds vehicles. Specific co-investment activity has not been disclosed in public filings.
How does Access Planning Partners source investment opportunities?
The firm sources from its network of asset managers, GP relationships, and a curated set of third-party platforms. Proprietary deal flow is not a publicly known differentiator.
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