Aquarian Holdings Investment Management LLC

Aquarian Holdings Investment Management LLC is a financial advisor firm established in May 2017 and based in New York, NY. The firm specializes in providing investment management services to third-party clients and subsidiaries, focusing on cash, investment, and asset management activities of insurance companies. Aquarian Holdings is wholly owned by Aquarian Capital LLC and Taurus Capital Holdings LLC. The firm is registered with the SEC and manages approximately $20.7 billion in regulatory assets under management as of December 31, 2024, on a discretionary basis. Aquarian charges quarterly advisory fees based on a percentage of the net asset value or assets under management. The firm does not participate in wrap fee programs. Aquarian may receive management fees, advisory fees, or performance-based compensation for its services. The firm does not compensate any person for client referrals. Aquarian exercises full discretion over client investments, subject to limitations set forth in the Governing Documents. The firm has established policies and procedures to address conflicts of interest and has a Code of Ethics in place. Aquarian's investment strategy focuses on identifying attractive opportunities in the insurance industry and providing an opportunistic investment management strategy. The firm conducts rigorous due diligence and fundamental research for asset management. Aquarian's personnel monitor and review client investments regularly to ensure conformity with investment objectives and guidelines. The firm does not have custody of client funds or securities, which are maintained with qualified custodians. Aquarian has no disciplinary events and has not been involved in any legal actions that would impact its advisory business.