RIA Intel›Advisers›Illinois›BAML CAPITAL ACCESS FUNDS MANAGEMENT, LLC

BAML CAPITAL ACCESS FUNDS MANAGEMENT, LLC

Advisory

N·CHICAGO, IL

Data as of Aug 21, 2015 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+37.1%

3-Year CAGR

+19.4%

Employees

11

Assets Under Management

Total AUM$1.1B

Discretionary AUM$990M

Non-Discretionary AUM$158M

Discretionary %86.3%

Total Clients—

Team

Total Employees11

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingJun 7, 2011

Latest FilingAug 21, 2015

🔒 Full AUM trend chart and 36 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BAML CAPITAL ACCESS FUNDS MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.