Aquarian Holdings Investment Management LLC is a large advisory firm based in New York. It manages $800.86 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018.
Aquarian Holdings Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aquarian Holdings Investment Management LLC is $800.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aquarian Holdings Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies and pooled investment vehicles. The largest group of clients of Aquarian Holdings Investment Management is insurance companies with 1 clients and $752.31 million of assets under management. Among the 5 most similar advisory firms, Aquarian Holdings Investment Management has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $800.86 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Aquarian Holdings Investment Management also advises several private funds. Namely, one private equity fund.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Aquarian Holdings Investment Management LLC performs its advisory services is located at 527 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-720-1000. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at aquarianlp.com/.