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AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC
CRD 292769File 801-113571
APPROVED
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.AQUARIANLP.COM/
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 type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $24.47B |
| Pooled investment vehicles | 12 | $2.23B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 56 | 88 | increased by32 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 14 | 16 | increased by2 |
| Apr 1, 2026 | AUM | $20,690,623,557 | $26,696,745,931 | increased by$6,006,122,374 |
| Apr 1, 2026 | Accounts | 14 | 16 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 56 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 14 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,161,136,500 | $20,690,623,557 | increased by$18,529,487,057 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 14 | increased by8 |
| Apr 1, 2022 | Employees | 23 | 25 | increased by2 |
| Apr 1, 2022 | AUM | $2,059,314,211 | $2,161,136,500 | increased by$101,822,289 |
| Apr 1, 2022 | Accounts | 3 | 6 | increased by3 |
| Dec 1, 2021 | Employees | 9 | 23 | increased by14 |
| Dec 1, 2021 | AUM | $932,340,762 | $2,059,314,211 | increased by$1,126,973,449 |
| Dec 1, 2021 | Accounts | 1 | 3 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AQUARIAN HOLDINGS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AQUARIAN HOLDINGS” may also match similarly-named firms). Confirm identity against each filing.
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.