# Aquarian Holdings Investment Management LLC

> Aquarian Holdings Investment Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 292769
- Filed as: AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292769
- AdvisorCensus page: https://advisorcensus.com/firm/aquarian-holdings-investment-management-llc-new-york-ny-292769

## Quick answers

**How is Aquarian Holdings Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aquarian Holdings Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Aquarian Holdings Investment Management LLC charge?**
Its Form ADV Part 2A brochure dated May 12, 2026 states: Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aquarian Holdings Investment Management LLC located?**
Aquarian Holdings Investment Management LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Aquarian Holdings Investment Management LLC registered with the SEC or a state?**
Aquarian Holdings Investment Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292769.

**How much does Aquarian Holdings Investment Management LLC manage?**
Aquarian Holdings Investment Management LLC reports $26,696,745,931 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (99% discretionary).

**How have Aquarian Holdings Investment Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Aquarian Holdings Investment Management LLC: Regulatory assets under management: $932,340,762 in the October 2021 data and $26,696,745,931 in the October 2026 data, up 2763%. Total employees: 9 in October 2021 and 88 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aquarian Holdings Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12); insurance companies (4).

**Which custodians does Aquarian Holdings Investment Management LLC use?**
Aquarian Holdings Investment Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citi, J.P. Morgan, The Bank of New York Mellon and U.S. Bank National Association as custodians holding 10% or more of its separately managed account assets.

**Does Aquarian Holdings Investment Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292769

**What changed in Aquarian Holdings Investment Management LLC's recent Form ADV filings?**
In the June 2026 filing data: No longer lists an office in New York, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated May 12, 2026)

- Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it)

> The percentage rate varies from 0.25% to 2.0% per annum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Citi
- J.P. Morgan
- The Bank of New York Mellon
- U.S. Bank National Association

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $26,696,745,931
- Discretionary: $26,483,243,413
- Non-discretionary: $213,502,518

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $2,225,306,420 |
| Insurance companies | 4 | $24,471,439,511 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 88 total, 41 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [aquarianlp.com](https://aquarianlp.com)
- LinkedIn @AQUARIAN-HOLDINGS
- X @AquarianHoldCo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $932,340,762 | 9 | March 31, 2021 |
| October 2022 | $2,161,136,500 | 25 | March 31, 2022 |
| October 2023 | $5,947,613,858 | 31 | August 24, 2023 |
| October 2024 | $14,047,850,205 | 45 | March 29, 2024 |
| October 2025 | $20,690,623,557 | 56 | May 8, 2025 |
| October 2026 | $26,696,745,931 | 88 | May 12, 2026 |

Regulatory assets under management: $932,340,762 in the October 2021 data and $26,696,745,931 in the October 2026 data, up 2763%.
Total employees: 9 in October 2021 and 88 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- No longer lists an office in New York, NY.

### April 2026
- No longer lists the business name Aquarian Credit Partners.
- Employees performing advisory functions went from 34 to 41.
- Regulatory assets under management went from $20,690,623,557 to $26,696,745,931 (+29%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aquarian Holdings Investment Management LLC (CRD 292769): Form ADV filing data as of October 2026.