Aqualis Partners LLC
Firm details
- Headquarters
- Darien, Connecticut
- CRD number
- 342218
- Registered since
- June 26, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Aqualis Partners LLC is an institutional registered investment adviser set up as a limited liability company and registered with the SEC in 2026. The firm is described as newly formed and owned by an individual. Its stated advisory activity is portfolio management for pooled investment vehicles, and it serves in sponsor and general partner capacities for those vehicles. Compensation is structured as a percentage of assets under management alongside performance-based fees, consistent with a manager that operates private fund structures. The firm does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Stephen Talbot
PartnerCRD 5977797
Cari Lodge
Managing DirectorCRD 4251483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Darien, CT
Fairfield
Location
Darien, CT
Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 19 Old Kings Hwy S
- Time zone
- ET (UTC-5)
- Office locations
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