Access International Advisors LLC (New York)


Access International Advisors LLC is a large advisory firm based in New York. It manages $186.11 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2002.

Access International Advisors provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Access International Advisors: assets under management

The assets under management (AUM) of Access International Advisors LLC is $186.11 million. The firm's AUM has grown by 232% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $176.91 million in discretionary accounts and $9.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Access International Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 13 indirect owners.

Name Entity Date acquired Ownership Employer ID
Earthstreet Foundation Owner 1 Jan 1982 75% - 100% n/a
John Patrick O'donnell Managing director 1 Jan 1982 Other 4650896
Servan Foundation Owner 1 Jan 1982 75% - 100% n/a
Renethierry Magon Delavillehuchet Owner 1 Jun 1995 50% - 75% 1214697
Timothy Chan Ng Owner 1 Nov 1997 50% - 75% 1009388
John Patrick O'donnell Director of apf management sa 1 Oct 2000 Other 4650896
Pablo Espino Director of apf management sa 1 Oct 2000 Other 4812776
Aida M Biggs Director of apf management sa 1 Oct 2000 Other 4812779
Apf Management Sa Corporate foundation council/director 1 Oct 2000 Other foreign
Earthstreet Limited Owner 1 Feb 2003 50% - 75% n/a
As Nominee For Servan Foundation Dalestrong Limited Nominee owner on behalf of servan foundation 1 Apr 2004 Other foreign
Servan Foundation Owner of access international advisors inc. through dalestrong limited 1 Apr 2004 50% - 75% foreign
Jesse Grant Hester Director of dalestrong limited 1 Apr 2004 Other 4815235

Based in New York

The principal office where Access International Advisors LLC performs its advisory services is located at 509 Madison Avenue, 22 Nd Floor, New York, NY 10022 5513, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-223-7167 or by fax 212-223-3463. The normal business hours are 9a.m. to 5p.m. on Monday - Friday.

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