Aqua Advisors LLC

Overview

Aqua Advisors LLC is a small, SEC‑registered investment adviser organized as an LLC and operating primarily for individual and family clients. The firm provides portfolio management for individuals and small businesses and runs a mix of fee arrangements — percentage of AUM, fixed fees and performance‑based fees — that align with both traditional advisory mandates and private fund relationships. Aqua Advisors is not positioned as a capital allocator and does not identify as an active ESG investor. Its investment posture tilts toward private fund exposure: private equity and private placements are a meaningful portion of the portfolio construction approach, and much of the firm’s reported assets are held in non‑discretionary arrangements. The advisory model appears consultative: the firm reports a substantially higher level of non‑discretionary assets than discretionary assets, indicating clients retain decision authority on a large share of accounts while engaging Aqua Advisors for advice and manager selection.

Assets & Accounts

Investments & Alternatives

Location & Offices