Access Real Estate, LLC

RIASEC Registered
Total AUM
$63.4M
Discretionary
$63.4M
100% of AUM
Avg account
$15.8M
Accounts
4
Employees
1
Advisory reps
4

Firm details

Headquarters
Louisville, Kentucky
CRD number
337329
Registered since
April 15, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Access Real Estate, LLC is a limited liability company that operates as a real estate fund manager focused on institutional investors. The firm is registered with the SEC (2026) and provides portfolio management for pooled investment vehicles. Ownership is held by an individual principal and the firm is affiliated with a related adviser. Its fee arrangements combine a percentage-of-AUM management fee with performance-based incentive fees. Access Real Estate does not market itself as an ESG investor and does not position as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Anthony Christensen

    Anthony Christensen

    Managing PartnerCRD 3015594

  • Nicholas Lachey

    CRD 8210378

  • Vanessa Lachey

    MemberCRD 8210385

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Louisville, KY

Jefferson

Location

Louisville, KY

Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
South
County
Jefferson
Address
4360 Brownsboro Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth