# Access Planning Partners

Access Planning Partners is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 298301
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298301

## About

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.

## 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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Last updated: 2026-07-06T01:24:10.660Z

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