Access Ventures

RIASEC RegisteredEst. 2026
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$58.7M
Accounts
32
Employees
8
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
331222
Registered since
August 6, 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 Ventures is organized as a limited liability company that operates primarily as a sponsor and manager of pooled investment vehicles. The firm is registered with the SEC as of 2026 and is classified as a venture capital fund manager. Its client base is institutional, and its advisory work centers on portfolio management for pooled vehicles; it also serves as sponsor, general partner and managing member for those vehicles. Compensation is a mix of a percentage-of-assets fee and performance-based fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Carmen Feliciano

    Carmen Feliciano

    Managing PartnerCRD 7121415

  • Mudit Dawar

    Mudit Dawar

    Managing DirectorCRD 7951960

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

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
641 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth