About Access
Built by operators who spent careers on both sides of the alternatives table — and saw what was missing.
It's Not About Adding a Platform. It's About What's On It.
Access sources, diligences, and structures institutional strategies for the RIA channel. Differentiated investment managers across PE, credit, real assets, and hedge funds — each independently evaluated and deployed through purpose-built infrastructure.
Investment Managers You Can't Get Elsewhere
Not the same mega-fund products every advisor already offers. Mid-size investment managers that institutions have allocated to for decades — now accessible at scale through RIA channels.
Diversification, Not Concentration
Broader diversification, not larger allocations. Differentiated strategies that institutions have relied on for decades — now available through the RIA channel.
Diligence-Led Curation
Institutional governance, not open architecture with a marketing badge. Every investment manager undergoes independent IDD and ODD. Investment managers are rejected when warranted.
Built for the RIA Channel
The distribution infrastructure didn’t exist. Custody integration, feeder fund structuring, and digital subscription workflows — purpose-built for how RIAs actually operate.
Zero-Cost to Investment Managers
No distribution fees. No revenue sharing. Incumbents charge investment managers for distribution — Access aligns incentives toward product quality.
Advisor-Aligned Economics
Transparent fees. Advisors retain 100% of their fee economics. The platform succeeds when advisors succeed.
Every Investment Manager. Independently Vetted.
Independent diligence. Institutional standard. Access has engaged a globally recognized advisory firm — the same caliber that advises sovereign wealth funds, pensions, and endowments — to conduct IDD and ODD on every investment manager/product.
Investment Due Diligence
IDD
Strategy, track record, risk framework, and competitive positioning — evaluated comprehensively on every investment manager.
Operational Due Diligence
ODD
Compliance, fund admin, valuation, cybersecurity, and business continuity — deep assessment of every investment manager’s operational infrastructure.
Institutional-Grade Diligence Standard
Every investment manager on the platform has been independently evaluated using the same diligence framework applied to the portfolios of sovereign wealth funds, pensions, and endowments. Investment managers are rejected when warranted.
What This Means for You.
You don’t need to build a diligence team
Every product on Access carries institutional-grade IDD and ODD — the same governance standard applied to portfolios of the world’s largest asset owners. Your team gets documentation. Your clients get confidence.
Built on AI. Not Bolted On.
AI-Powered Research Tools
Ask questions in plain language to explore strategies, filter by criteria, and compare investment managers across the platform — research on your terms, not ours.
Automated Document Processing
AI-driven extraction and validation of subscription documents, KYC data, and compliance workflows — eliminating manual back-office bottlenecks.
Predictive Capital Operations
Designed to forecast capital call timing, distribution schedules, and liquidity needs across portfolio allocations.
Natural Language Research
Query investment manager data, strategy details, and market intelligence through conversational AI — no spreadsheets, no portals.
Compliance Monitoring
Continuous automated compliance checks against regulatory requirements, concentration limits, and suitability standards — built into every workflow from the start.
Access is live and onboarding advisory firms now. Capacity is limited by design. Firms onboarded during the initial phase will have direct input into platform development.
The Team Behind the Platform
Decades of experience across alternatives, capital markets, securities law, and financial technology.
Building the infrastructure layer for alternatives distribution.
Capital markets veterans, securities attorneys, technologists, and institutional allocators — building the infrastructure you need to offer your clients what institutions have had for decades.
John Nozell
Co-Founder, Chairman & CEO
Leads the firm's institutional relationships. Responsible for capital formation, major partnerships, and Access's positioning across the alternative investment market.
Jonathan Cauff
Co-Founder, President & COO
Sets the strategic vision and execution. Leads platform architecture, capital formation, and distribution partnerships across the RIA and family office channel.
Stuart Cauff
Co-Founder & Senior Advisor
Provides strategic guidance and leverages longstanding relationships across the alternative investments and financial services landscape.
Ronald Scheinberg
Co-Founder, EVP — General Counsel & CCO
Oversees all legal, regulatory, and compliance matters, including broker-dealer formation and securities law compliance.
Brandon Doerr
Chief Investment Officer
Oversees product origination and investment manager evaluation, leveraging deep experience in institutional alternative investments.
Zulfe Ali
Managing Director, Business Development
Leads business development, overseeing strategic partnerships, expanding RIA relationships, and driving platform adoption across the wealth channel.