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Access Investment Management LLC
Access Investment Management LLC is a SEC Registered Investment Advisor based in Atlanta, Georgia. Founded and anchored by the Reams Family, AIM has over $350 million in assets and focuses on traditional wealth management for high-net-worth individuals, charitable organizations, and select business accounts, with about 2 employees. The firm serves clients seeking customized, risk-adjusted portfolio management with an emphasis on value investing and long-term financial goals.
Investment Strategy
AIM employs a value investment discipline emphasizing capital preservation and risk-adjusted returns. The team analyzes equity, fixed income, and ETF allocations with a long-term orientation, seeking quality assets that are attractively valued or mispriced. Portfolios are highly customized based on client objectives and risk tolerance, using both traditional and proprietary strategies. AIM is especially focused on serving high-net-worth families (primarily the Reams Family and closely held client relationships) and select institutions, always with an eye toward disciplined, fundamental analysis and prudent diversification.
Latest 13F Filing Activity
Access Investment Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 175 equity positions with a total 13F market value of $351M. The fund increased holdings in Jabil Inc., United Rentals Inc., Apollo Global MGMT Inc. among other positions. Access Investment Management LLC reduced exposure to Conmed Corp., Ishares Inc., Invesco Exch Traded FD TR II among others.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JBL | JABIL INC | 7.93% | $27.9M | 127,765 | $218.10 | $218.10 | +$27.9M |
U URI | UNITED RENTALS INC | 6.84% | $24.0M | 31,883 | $753.40 | $753.40 | +$24.0M |
A APO | APOLLO GLOBAL MGMT INC | 5.76% | $20.2M | 142,667 | $141.87 | $141.87 | +$20.2M |
S SF | STIFEL FINL CORP | 4.21% | $14.8M | 142,472 | $103.78 | $103.78 | +$14.8M |
J JPM | JPMORGAN CHASE & CO. | 4.16% | $14.6M | 50,392 | $289.91 | $289.91 | +$14.6M |
Industry Allocation
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