Independent Access Partners, Llc
- Regulatory AUM
- $257M
- Discretionary
- $257M
- Clients
- 18
- Avg AUM / client
- $14.3M
- Accounts
- 18
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 18 | $257M | 100.0% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $196M combined gross assets
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leo Joseph Kelly | Member | Apr 2019 (7y) | ≈ 37.5% – 75% via Hunt Valley Partners, Llc | |
| Matthew A Andrulot | Elected Manager, Executive Director | CFP | Apr 2019 (7y) | Less than 5% |
| New, Thomas, John | Elected Manager | Aug 2019 (7y) | Less than 5% | |
| Kevin Michael Cuff | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hunt Valley Partners, Llc | Member | Jun 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Leo Joseph Kelly: 50% – 75% of Hunt Valley Partners, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $196M gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 4.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗