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AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC

CRD 292769File 801-113571
APPROVED
Custody
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$26.70B
Top 10% of cohort (national)
Discretionary AUM
$26.48B
Non-discretionary $213.5M
Clients
16
16 accounts
Employees
88
Top 10% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 9, 2018
Principal office
550 MADISON AVENUE, 40TH FLOOR, NEW YORK, NY, 10022
Phone
212-720-1000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$26.70B
Discretionary AUM
$26.48B
Non-discretionary AUM
$213.5M
Discretionary accounts
11
Non-discretionary accounts
5
Total accounts
16
AUM per client
$1.67B

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companiesFewer than 5$24.47B
Pooled investment vehicles12$2.23B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.