PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:46 AM ET

Sponsor Check › Sponsor group

AP

Access Performex

One sponsor team, 16 deal companies · Oldsmar, FL

Grouped because: 2 shared people, same business address (15 issuers), similar issuer names (14) (automatic match from the filings) · not the same sponsor?

16deal companies
$78.1Mreported sold
45investors
46Form D filings
2009–2016active
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group May 4, 2016 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Access Performex is a sponsor group of 16 issuers that PartnerFacts links to one sponsor (shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names, same business address; automatic match from the filings), filing 46 Form D filings between Apr 2009 and May 2016.

What this means One team, 16 deal companies, about 7 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $78.1M to 45 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (16). Issuers are based in FL (12), TX (4).

What this means $78.1M raised across the group, about $1.73M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Kenneth David Trumpfheller (16 issuers, executive officer) and Michael Val Williams (15 issuers, executive officer).

What this means 16 deals for a two-person team on paper. The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing May 4, 2016.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 46 public filings for Access Performex and found 14 differences, 6 worth asking the sponsor about: Regulator action naming a team member: Michael Oswald Williams (Feb 8, 2022); Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Access Performex has not run yet — it is joining a line of 40,557 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Access Performex..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

14 differences found between the filings for Access Performex — 6 worth asking about (compared 46 filings on Oct 24, 2026)

Worth asking · Feb 8, 2022

Regulator action naming a team member: Michael Oswald Williams (Feb 8, 2022)

A ap release dated Feb 8, 2022 names Michael Val Williams (listed on the same filings). Our match estimate: 70%. The release is the source; we do not summarize its outcome here.

What this means A regulator filed or announced an action naming this person or company (or someone on the same filings). Read the release; ask the sponsor what it was and how it ended.

Sources
Worth asking · May 16, 2013

Investor count went down between filings — Access Performex Multi-Manager Fund (3c1), LP

The May 16, 2013 filing reports 28 investors; the May 16, 2013 Form D/A reports 26 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Sources
Worth asking · Mar 16, 2011 – Jan 4, 2012

Investor count went down between filings — Access Performex Multi-Manager Fund (3c1), LP

The Mar 16, 2011 filing reports 30 investors; the Jan 4, 2012 Form D/A reports 26 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Sources
Worth asking · Mar 15, 2011 – Jan 4, 2012

Investor count went down between filings — Access Performex Multi-Manager Fund (3c7), LP

The Mar 15, 2011 filing reports 11 investors; the Jan 4, 2012 Form D/A reports 9 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Sources
Worth asking · Apr 1, 2009 – Mar 16, 2011

5 Form Ds were filed more than 15 days after the first sale

Form D filed 561 days after the first sale — Access Performex Multi-Manager IDF Fund (3c1), LP · Form D filed 561 days after the first sale — Access Performex Multi-Manager IDF Fund (3c7), LP · Form D filed 714 days after the first sale — Access Performex Multi-Manager Fund (3c1), LP · Form D filed 713 days after the first sale — Access Performex Multi-Manager Fund (3c7), LP · Form D filed 169 days after the first sale — Access Performex Multi-Manager IDF Fund (3c1), LP

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Note · Apr 1, 2009 – May 4, 2016

10 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Access Dynamic Growth IDF Fund, LP (latest filing May 4, 2016) · No amendment in the last 12 months on an offering that may still be open — Access Dynamic Growth Fund, LP (latest filing May 4, 2016) · No amendment in the last 12 months on an offering that may still be open — Access Performex Multi-Manager IDF Fund (3c1), LP (latest filing May 4, 2016) · No amendment in the last 12 months on an offering that may still be open — Access Performex Multi-Manager Fund (3c1), LP (latest filing May 4, 2016) · No amendment in the last 12 months on an offering that may still be open — Access Performex Multi-Manager IDF Fund (3c7), LP (latest filing Apr 1, 2014) · and 5 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Worth asking · Apr 13, 2015 – May 4, 2016

4 people are no longer listed on a later amendment

Michael Val Williams is no longer listed on the May 4, 2016 amendment — Access Dynamic Growth IDF Fund, LP · Michael Val Williams is no longer listed on the May 4, 2016 amendment — Access Dynamic Growth Fund, LP · Michael Val Williams is no longer listed on the May 4, 2016 amendment — Access Performex Multi-Manager IDF Fund (3c1), LP · Michael Val Williams is no longer listed on the May 4, 2016 amendment — Access Performex Multi-Manager Fund (3c1), LP

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Sources
Note · Apr 8, 2009 – Dec 28, 2011

Michael Val Williams is written 2 different ways on the filings

listed as "Michael Val Williams" on 24 filings (from Apr 8, 2009), and "Michael V. Williams" on 12 filings (from Dec 28, 2011).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Apr 8, 2009

Kenneth David Trumpfheller is written 2 different ways on the filings

listed as "Kenneth Trumpfheller" on 5 filings (from Apr 8, 2009), and "Kenneth David Trumpfheller" on 41 filings (from Apr 8, 2009).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Apr 8, 2009 – Apr 14, 2015

6 issuers changed their reported size band between filings

Reported net asset value range changed between filings — Access Dynamic Growth IDF Fund, LP · Reported net asset value range changed between filings — Access Dynamic Growth Fund, LP · Reported net asset value range changed between filings — Access Performex Multi-Manager IDF Fund (3c7), LP · Reported net asset value range changed between filings — Access Performex Multi-Manager IDF Fund (3c1), LP · Reported net asset value range changed between filings — Access Performex Multi-Manager Fund (3c1), LP · and 1 more

What this means The size band is self-reported. Ask for current numbers.

Sources
Note · Mar 15, 2011 – May 4, 2016

8 address changes between filings

Address moved from Palm Harbor, FL to Southlake, TX — Access Dynamic Growth IDF Fund, LP · Address moved from Palm Harbor, FL to Southlake, TX — Access Dynamic Growth Fund, LP · Address moved from Palm Harbor, FL to Southlake, TX — Access Performex Multi-Manager IDF Fund (3c1), LP · Address moved from Palm Harbor, FL to Southlake, TX — Access Performex Multi-Manager Fund (3c1), LP · Address moved from Oldsmar, FL to Palm Harbor, FL — Access Performex Multi-Manager IDF Fund (3c1), LP · and 3 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Sources
Note · Dec 28, 2011 – May 4, 2016

Member companies were formed in 2 different states

Delaware (14), Florida (2) — out of 16 member issuers. The odd ones out: Access Performex Multi-Manager IDF Fund (3c7), LP (Florida); Access Performex Multi-Manager IDF Fund (3c1), LP (Florida).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
Note · Apr 8, 2009 – May 4, 2016

4 issuers used a different name before

Issuer used a different name before — Access Performex Multi-Manager IDF Fund (3c1), LP · Issuer used a different name before — Access Performex Multi-Manager Fund (3c1), LP · Issuer used a different name before — Access Performex Multi-Manager IDF Fund (3c7), LP · Issuer used a different name before — Access Performex Multi-Manager Fund (3c7), LP

What this means Match the CIK on your documents, not just the name.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

3 of 20 offerings report sales commissions totalling $216,054; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 4, 2016 D/A
Access Performex Multi-Manager Fund (3c1), LP
File 021-156774
$92,125$0$0Timothy John Stearns BrokerCheck CRD 2504340 ↗
via Crown Capital Securities, LP (CRD 6312 ↗)
EDGAR ↗
May 4, 2016 D/A
Access Performex Multi-Manager IDF Fund (3c1), LP
File 021-156779
$59,773$0$0None listed on this filingEDGAR ↗
May 4, 2016 D/A
Access Dynamic Growth IDF Fund, LP
File 021-186471
$0$0$0None listed on this filingEDGAR ↗
May 4, 2016 D/A
Access Dynamic Growth Fund, LP
File 021-186472
$0$0$0None listed on this filingEDGAR ↗
Apr 1, 2014 D/A
Access Performex Multi-Manager IDF Fund (3c7), LP
File 021-156778
$64,156$0$0None listed on this filingEDGAR ↗
Jan 4, 2012 D/A
Access Performex Multi-Manager Fund (3c7), LP
File 021-156764
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
Access Performex Growth III Focus Fund, LP
File 021-170870
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
Access Performex Growth IV Focus Fund, LP
File 021-170874
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
Access Performex Growth II Focus Fund, LP
File 021-170868
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
Access Performex Growth I Focus Fund
File 021-170856
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
Access Performex Short Bias Focus Fund
File 021-170864
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
Access Performex Low Drawdown Focus Fund
File 021-170852
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
Access Performex Stagflation Focus Fund
File 021-170867
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
Access Performex Commodity Focus Fund
File 021-170858
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2011 D
Access Performex Currency Focus Fund
File 021-170849
$0$0$0None listed on this filingEDGAR ↗
Dec 28, 2011 D
Access Performex Precious Metals Focus Fund
File 021-170761
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2010 D/A
Access Performex Multi-Manager IDF Fund (3c7), LP
File 021-134491
$0$0$0Nathan Winsow Medin BrokerCheck CRD 2391780 ↗
via Mutual Trust Co. of America Securities (CRD 8494 ↗)

Scott Edward Naughton BrokerCheck CRD 2376921 ↗
via Mutual Trust Co. of America Securities (CRD 8494 ↗)

Thomas R. Young BrokerCheck CRD 824152 ↗
via Mutual Trust Co. of America Securities (CRD 8494 ↗)

Steven F. DeMarais BrokerCheck CRD 1401299 ↗
via Mutual Trust Co. of America Securities (CRD 8494 ↗)

Kurt Irmischer BrokerCheck CRD 255263 ↗
via Workman Securities Corporation (CRD 31898 ↗)
EDGAR ↗
Mar 26, 2010 D/A
Access Performex Multi-Manager IDF Fund (3c1), LP
File 021-134492
$0$0$0Nathan Winslow Medin BrokerCheck CRD 2391780 ↗
via Mutual Trust Co. of America Securities (CRD 8494 ↗)

Scott Edward Naughton BrokerCheck CRD 2376921 ↗
via Mutual Trust Co. of America Securities (CRD 8494 ↗)

Thomas R. Young BrokerCheck CRD 824152 ↗
via Mutual Trust Co. of America Securities (CRD 8494 ↗)

Kurt Irmischer BrokerCheck CRD 255263 ↗
via Workman Securities Corporation (CRD 31898 ↗)

Steven F. DeMarais BrokerCheck CRD 1401299 ↗
via Mutual Trust Co. of America Securities (CRD 8494 ↗)
EDGAR ↗
Mar 9, 2010 D/A
Access Performex Multi-Manager Fund (3c1), LP
File 021-130022
$0$0$0None listed on this filingEDGAR ↗
Mar 9, 2010 D/A
Access Performex Multi-Manager Fund (3c7), LP
File 021-130023
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 16 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Access Performex in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗AP Access Performex Multi-Manager Fund (3c7), LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesOLDSMAR, FLPooled Investment Fund4$2,619,68611$500,0002009–2012
EDGAR ↗AP Access Performex Multi-Manager Fund (3c1), LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesSouthlake, TXPooled Investment Fund9$16,634,451
offering Indefinite · similar: $155,000–$5,250,000
30
similar: 4–27
$500,000
similar: $1,000–$100,000
2009–2016
EDGAR ↗AP Access Performex Multi-Manager IDF Fund (3c7), LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund6$30,040,1452$500,0002009–2014
EDGAR ↗AP Access Performex Multi-Manager IDF Fund (3c1), LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesSouthlake, TXPooled Investment Fund9$20,218,406
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
$500,000
similar: $1,000–$100,000
2009–2016
EDGAR ↗AP Access Performex Precious Metals Focus Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund1$00$250,0002011–2011
EDGAR ↗AP Access Performex Growth III Focus Fund, LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund1$00$250,0002011–2011
EDGAR ↗AP Access Performex Growth IV Focus Fund, LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund1$00$250,0002011–2011
EDGAR ↗AP Access Performex Growth II Focus Fund, LPshared people, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund1$00$250,0002011–2011
EDGAR ↗AP Access Performex Growth I Focus Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund1$00$250,0002011–2011
EDGAR ↗AP Access Performex Short Bias Focus Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund1$00$250,0002011–2011
EDGAR ↗AP Access Performex Low Drawdown Focus Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund1$00$250,0002011–2011
EDGAR ↗AP Access Performex Stagflation Focus Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund1$00$250,0002011–2011
EDGAR ↗AP Access Performex Commodity Focus Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund1$00$250,0002011–2011
EDGAR ↗AP Access Performex Currency Focus Fundshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesPALM HARBOR, FLPooled Investment Fund1$00$250,0002011–2011
EDGAR ↗AD Access Dynamic Growth Fund, LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressSouthlake, TXPooled Investment Fund4$3,833,824
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$500,000
similar: $1,000–$100,000
2012–2016
EDGAR ↗AD Access Dynamic Growth IDF Fund, LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressSouthlake, TXPooled Investment Fund4$4,722,009
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$500,000
similar: $1,000–$100,000
2012–2016

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗May 4, 2016Access Dynamic Growth IDF Fund, LPD/APooled Investment FundIndefinite$4,722,009
EDGAR ↗May 4, 2016Access Dynamic Growth Fund, LPD/APooled Investment FundIndefinite$3,833,824
EDGAR ↗May 4, 2016Access Performex Multi-Manager IDF Fund (3c1), LPD/APooled Investment FundIndefinite$20,218,406
EDGAR ↗May 4, 2016Access Performex Multi-Manager Fund (3c1), LPD/APooled Investment FundIndefinite$16,634,451
EDGAR ↗Apr 14, 2015Access Dynamic Growth IDF Fund, LPD/APooled Investment FundIndefinite$4,722,009
EDGAR ↗Apr 14, 2015Access Dynamic Growth Fund, LPD/APooled Investment FundIndefinite$3,833,824
EDGAR ↗Apr 14, 2015Access Performex Multi-Manager IDF Fund (3c1), LPD/APooled Investment FundIndefinite$20,218,406
EDGAR ↗Apr 13, 2015Access Performex Multi-Manager Fund (3c1), LPD/APooled Investment FundIndefinite$16,634,451
EDGAR ↗Apr 2, 2014Access Performex Multi-Manager Fund (3c1), LPD/APooled Investment FundIndefinite$16,634,451
EDGAR ↗Apr 2, 2014Access Performex Multi-Manager IDF Fund (3c1), LPD/APooled Investment FundIndefinite$20,218,406
EDGAR ↗Apr 2, 2014Access Dynamic Growth IDF Fund, LPD/APooled Investment FundIndefinite$4,722,009
EDGAR ↗Apr 2, 2014Access Dynamic Growth Fund, LPD/APooled Investment FundIndefinite$3,833,824
EDGAR ↗Apr 1, 2014Access Performex Multi-Manager IDF Fund (3c7), LPD/APooled Investment FundIndefinite$30,040,145
EDGAR ↗May 16, 2013Access Performex Multi-Manager Fund (3c1), LPD/APooled Investment FundIndefinite$16,634,451
EDGAR ↗May 16, 2013Access Performex Multi-Manager Fund (3c1), LPD/APooled Investment FundIndefinite$16,634,451
EDGAR ↗May 16, 2013Access Performex Multi-Manager IDF Fund (3c1), LPD/APooled Investment FundIndefinite$20,218,406
EDGAR ↗May 16, 2013Access Performex Multi-Manager IDF Fund (3c7), LPD/APooled Investment FundIndefinite$30,040,145
EDGAR ↗Nov 5, 2012Access Dynamic Growth Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Nov 5, 2012Access Dynamic Growth IDF Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jan 4, 2012Access Performex Multi-Manager IDF Fund (3c1), LPD/APooled Investment FundIndefinite$13,122,743
EDGAR ↗Jan 4, 2012Access Performex Multi-Manager Fund (3c1), LPD/APooled Investment FundIndefinite$15,490,515
EDGAR ↗Jan 4, 2012Access Performex Multi-Manager IDF Fund (3c7), LPD/APooled Investment FundIndefinite$20,383,702
EDGAR ↗Jan 4, 2012Access Performex Multi-Manager Fund (3c7), LPD/APooled Investment FundIndefinite$2,619,686
EDGAR ↗Dec 29, 2011Access Performex Currency Focus FundDPooled Investment FundIndefinite$0
EDGAR ↗Dec 29, 2011Access Performex Commodity Focus FundDPooled Investment FundIndefinite$0
EDGAR ↗Dec 29, 2011Access Performex Stagflation Focus FundDPooled Investment FundIndefinite$0
EDGAR ↗Dec 29, 2011Access Performex Low Drawdown Focus FundDPooled Investment FundIndefinite$0
EDGAR ↗Dec 29, 2011Access Performex Short Bias Focus FundDPooled Investment FundIndefinite$0
EDGAR ↗Dec 29, 2011Access Performex Growth I Focus FundDPooled Investment FundIndefinite$0
EDGAR ↗Dec 29, 2011Access Performex Growth II Focus Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Dec 29, 2011Access Performex Growth IV Focus Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Dec 29, 2011Access Performex Growth III Focus Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Dec 28, 2011Access Performex Precious Metals Focus FundDPooled Investment FundIndefinite$0
EDGAR ↗Mar 16, 2011Access Performex Multi-Manager IDF Fund (3c1), LPDPooled Investment FundIndefinite$10,849,113
EDGAR ↗Mar 16, 2011Access Performex Multi-Manager IDF Fund (3c7), LPDPooled Investment FundIndefinite$17,569,250
EDGAR ↗Mar 16, 2011Access Performex Multi-Manager Fund (3c1), LPDPooled Investment FundIndefinite$14,535,017
EDGAR ↗Mar 15, 2011Access Performex Multi-Manager Fund (3c7), LPDPooled Investment FundIndefinite$2,607,433
EDGAR ↗Mar 26, 2010Access Performex Multi-Manager IDF Fund (3c1), LPD/APooled Investment FundIndefinite$14,767,211
EDGAR ↗Mar 26, 2010Access Performex Multi-Manager IDF Fund (3c7), LPD/APooled Investment FundIndefinite$28,884,689
EDGAR ↗Mar 9, 2010Access Performex Multi-Manager Fund (3c1), LPD/APooled Investment FundIndefinite$14,306,907
EDGAR ↗Mar 9, 2010Access Performex Multi-Manager Fund (3c7), LPD/APooled Investment FundIndefinite$2,542,867
EDGAR ↗Feb 17, 2010Access Performex Multi-Manager IDF Fund (3c1), LPDPooled Investment FundIndefinite$0
EDGAR ↗Sep 16, 2009Access Performex Multi-Manager IDF Fund (3c1), LPDPooled Investment FundIndefinite$0
EDGAR ↗Sep 16, 2009Access Performex Multi-Manager IDF Fund (3c7), LPDPooled Investment FundIndefinite$0
EDGAR ↗Apr 8, 2009Access Performex Multi-Manager Fund (3c7), LPDPooled Investment FundIndefinite$1,000,000
EDGAR ↗Apr 8, 2009Access Performex Multi-Manager Fund (3c1), LPDPooled Investment FundIndefinite$1,000,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing May 4, 2016. Industry history, as reported on each offering's latest filing: All 20 offerings reported: Pooled Investment Fund (2009–2012).

People across the group

NameRolesIssuers hereFirst → last listed
KT Kenneth David TrumpfhellerExecutive Officer16Apr 8, 2009 → May 4, 2016
MW Michael Val WilliamsExecutive Officer15Apr 8, 2009 → Apr 14, 2015

Business registration (state registry / Secretary of State)

None of the 16 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Access Performex.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Access Performex as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Access Performex's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #318,858 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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