ACCESS VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
331222
Registered since
February 3, 2025

Firm profile

FINTRX

Overview

Access Ventures is organized as a limited liability company and operates primarily as a sponsor and general partner for pooled investment vehicles. The firm’s regulatory record shows SEC registration in 2025 and its ownership is listed under an individual owner. It is classified as unclassified and does not present itself as a capital allocator; instead its activity centers on establishing and managing private investment funds. Investment activity is concentrated in private fund structures—venture capital and private equity are the dominant strategies the firm advises. The firm does not report active ESG investing and is not registered as a multi-state adviser. As sponsor, general partner and managing member, Access Ventures focuses on sourcing deal flow, structuring pooled vehicles, and running fund-level governance rather than running separate advisory accounts for retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • Carmen Feliciano

    Managing PartnerCRD 7121415

  • Mudit Dawar

    Managing DirectorCRD 7951960

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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