INDEPENDENT ACCESS PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $256.9M |
| Discretionary | $256.9M100% of AUM |
| Client Accounts | 18 |
| Avg Account Size | $14.3M |
| Employees | 5 |
| Peak AUM | $256.9MMar 2026 |
| AUM CAGR | +16.6% /yrover 2 yrs · 7 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $257M | +15.8% | +16.6% | — | |
| Discretionary AUM | $257M | ||||
Key Metrics
| Total AUM | $256.9M |
| Discretionary | $256.9M |
| Employees | 5 |
| Client Accounts | 18 |
Contact & Location
Address
50 SCHILLING RD
HUNT VALLEY MD 21031
Phone
410-828-5523
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$257M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
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