Aquatic Capital Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$1.4B
Accounts
4
Employees
91
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
307291
Registered since
January 25, 2021
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aquatic Capital Management LLC is an SEC-registered investment adviser organized as an LLC and classified as a hedge fund. The firm serves an institutional client base and provides portfolio management for pooled investment vehicles, while also acting as sponsor, general partner and managing member of pooled vehicles it runs. Its fee model includes performance-based fees and other fee arrangements. Aquatic is not identified as an ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Niraj Patel

    Niraj Patel

    General Counsel and Chief Compliance OfficerCRD 2798041

  • Jonathan Werts

    COOCRD 5223324

Contacts

1 of 1
  • Jonathan Graham

    Jonathan Graham

    FounderCRD 4777766

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

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
225 W Randolph St
Time zone
CT (UTC-6)
Office locations

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