9AT: ACCESS EQUITY MANAGEMENT LIMITED

ACCESS EQUITY MANAGEMENT LIMITED

ACCESS EQUITY MANAGEMENT LIMITED

Adviser Profile

As of Date	06/29/2026
Registration	SEC, Approved, 03/11/2016
ADV Location	LONDON, United Kingdom
Contact Info	+44 xxxxxxx
Websites

AUM^*	0
of that, discretionary	0
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
% High Net Worth	9.09% 100%
SMA’s	No
Private Funds	0

Adviser Type

- Outside the United States

Client Types

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- Performance-based fees

Reported AUM

1 1 1 1

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Background Information Access Equity Management Limited was first registered as an Investment Adviser in March 2016. AEM’s principal place of business is located in London, England, and the Firm began conducting business in the United Kingdom in September 2000. AEM currently has no offices or clients in the United States. AEM is currently authorized and regulated by the UK Financial Conduct Authority Limited. AEM has been an FCA authorized firm since 2002. Listed below are the firm’s principal shareholders (i.e., those individuals and/or entities controlling 25% or more of the Firm) and/or those individuals who are primarily responsible for AEM’s advisory services:
• Tobias Raymond, Managing Director and Chief Compliance Officer AEM offers the following advisory services to our clients: INVESTMENT MANAGEMENT SERVICES AEM is an international financial advisor and investor with specific focus on specialist alternative assets and investing. The Firm works with a global network of sophisticated capital providers and investment managers developing non-correlated alternative investment solutions seeking superior risk-return profiles. AEM provide clients with an asset allocation strategy developed through personal discussions in which the client's goals and objectives are established based on the client's particular circumstances. AEM performs management searches of global capital providers and investment managers. Based on the

client's individual circumstances and objectives, we determine which alternative investment managers, alternative asset funds or direct investments ("asset manager(s)") portfolio management styles are appropriate for that client. Factors considered in making this determination include account size, risk tolerance, the opinion of each client and the investment philosophy of the selected asset manager. Client meetings are available on a periodic basis, or as determined by the client, to review a client’s account, objectives and performance, among other things. On an ongoing basis, the Firm monitors the performance of the asset manager(s). If we determine that a particular adviser is not providing appropriate management services to the client, or is not managing the client's portfolio in a manner consistent with that client's objectives, then we may move the client’s portfolio to a different asset manager and/or investment fund. Under this scenario, the Firm retains the discretion to hire and fire the asset manager(s) and/or move the client’s portfolio to a different manager of investment fund. Periodically, we meet with a client to review and update, as necessary, the client's investment portfolio, performance and objectives. However, should there be any material change in the client's personal and/or financial situation, AEM should be notified immediately to determine whether any review and/or revision of the client's investment services is warranted.