Aquarian Holdings Management LLC

Aquarian Holdings Management LLC is a financial advisor firm established in May 2017 and based in New York, NY. The firm specializes in providing tailored investment management services to private investment funds sponsored by the Adviser. Aquarian's investment strategy focuses on identifying opportunities in the insurance industry to generate attractive risk-adjusted returns. The firm's assets under management were approximately $1.7 billion as of December 31, 2024, managed on a discretionary basis. Aquarian charges management fees, advisory fees, and performance-based compensation based on negotiated terms with each client. The firm does not participate in wrap fee programs. Clients have the ability to tailor investment advisory services based on individual agreements and side letters, which may include restrictions on investment discretion. Aquarian discloses potential risks related to investment management, such as market volatility, regulatory changes, and cybersecurity risks. The firm has established policies and procedures to address conflicts of interest and ensure compliance with regulatory requirements. Aquarian exercises full discretion over client assets and regularly reviews client portfolios to align with investment objectives. The firm provides custody over client assets and may vote proxies on behalf of clients in their best interests. Aquarian has no disciplinary events to report and maintains financial stability to meet contractual obligations. For more detailed information, interested parties can contact Aquarian directly.