AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 292769
- Registered since
- July 9, 2018
- Website
- www.aquarianlp.com
- Custodians
- THE BANK OF NEW YORK MELLON, U.S. BANK, N.A., CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies91.66%
- Pooled Investment Vehicles8.34%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Aquarian Holdings Investment Management LLC is an SEC-registered investment manager organized as an LLC and active since 2018. The firm operates primarily with institutional clients and is classified as a multifaceted fund manager that runs private equity and securitized asset vehicles. Its advisory remit includes portfolio management for pooled investment vehicles and for businesses or institutions, plus the selection of third-party advisers. Fee arrangements combine a percentage of assets under management with performance-based fees. Aquarian reports it is not an active ESG investor and does not identify as a multi-state adviser. Aquarian’s legal and operational footprint indicates it also functions in sponsor/GP and trust-company-type roles: the firm lists affiliations with other investment advisers, a trust company, an insurance company, and as sponsor or managing member of pooled investment vehicles. It does not position itself as a capital allocator in the sense of deploying proprietary capital across unaffiliated managers.
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
Asset composition
- Investment Grade Corp Bonds56%
- Other35%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 3Jonathan Herrick
Chief Compliance OfficerCRD 4857325
MICHAEL BENDER
Chief Financial OfficerCRD 7966388
SIMON PORTER
Partner, Chief Operating OfficerCRD 8213896
Contacts
2 of 2RUDRABHISHEK SAHAY
Founder & Managing PartnerCRD 6927821
EDWARD TAIBI
General CounselCRD 8210278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 550 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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