9AT: ACCESS INVESTMENT MANAGEMENT, LLC

Adviser Profile

As of Date	02/18/2026
Registration	SEC, Approved, 09/12/2022
ADV Location	ATLANTA, GA, United States
Contact Info	(67 xxxxxxx
Websites

AUM^*	456,423,945 25%
of that, discretionary	166,897,277 28%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	5,369,693 -13%
% High Net Worth	40.00% -9%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GEORGINA ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM357.8m	#Funds-
Adviser BRANSON FRANK A INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM223.2m	#Funds-
Adviser ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM303.5m	#Funds-
Adviser RWA ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM199.1m	#Funds-
Adviser CORE FINANCIAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM301.7m	#Funds-
Adviser INTEGRA GLOBAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund30.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV30.1m	AUM684.1m	#Funds5
Adviser LUMA CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund24.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV24.2m	AUM135.8m	#Funds24
Adviser TAYLOR SECURITIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM283.8m	#Funds-
Adviser LFA	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser STOLPER & CO., INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM615.7m	#Funds-

Brochure Summary

Overview

Access Investment Management, LLC (hereinafter called “AIM”) is a Registered Investment Adviser based in Atlanta, Georgia, and incorporated under the laws of the State of Georgia. AIM is wholly owned by MDR Investment Holdings, Inc. AIM is registered with the SEC and subject to the rules and regulations of the US Advisers Act. Founded in September 2022, AIM provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. AIM provides investment advisory and other financial services through its Investment Advisory Representatives ("IAR") to accounts opened with AIM. Managed Accounts are available to individuals and high

net worth individuals. AIM provides discretionary and non-discretionary investment advisory services to some of its clients through various managed account programs. AIM will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. AIM and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) As of December 31, 2023, the firm as assets under management of Discretionary: $130,655,533 AUM and Non-Discretionary: $233,268,467 AUM. Form ADV, Part 2A, Item 5

ACCESS INVESTMENT MANAGEMENT, LLC

ACCESS INVESTMENT MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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ACCESS INVESTMENT MANAGEMENT, LLC ACCESS INVESTMENT MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

ACCESS INVESTMENT MANAGEMENT, LLC

ACCESS INVESTMENT MANAGEMENT, LLC