AQUARIAN HOLDINGS MANAGEMENT LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$356M
Accounts
5
Employees
64
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
293116
Registered since
October 29, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aquarian Holdings Management LLC is a privately organized LLC that operates as a manager of pooled investment vehicles, primarily within the private equity space. The firm is SEC-registered (since 2020) and targets institutional clients. Its stated advisory role is portfolio management for pooled vehicles, and on the sponsor side it functions as a general partner/managing member for funds it manages. Fee arrangements combine AUM-based charging with performance-linked fees. Aquarian does not identify as an active ESG investor and is not described as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Jonathan Herrick

    Chief Compliance OfficerCRD 4857325

  • MICHAEL BENDER

    Chief Financial OfficerCRD 7966388

  • SIMON PORTER

    Partner, Chief Operating OfficerCRD 8213896

Contacts

2 of 2
  • RUDRABHISHEK SAHAY

    Founder & Managing PartnerCRD 6927821

  • EDWARD TAIBI

    General CounselCRD 8210278

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth