AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC
SEC RegisteredPassion Drives Performance
About the firm
Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions providing investment opportunities to millions of people. Since 2018, Aquarian has grown to approximately $27.1 billion in assets under management, with Aquarian Insurance acquiring and operating companies providing retirement income and reinsurance solutions, and Aquarian Investments deploying capital into opportunities that seek to yield attractive risk-adjusted returns with downside protection for its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Insurance company acquisition and operations providing retirement income and reinsurance solutions; asset management deploying capital across the capital structure; tailored financing solutions for high-quality companies; investment opportunities in non-traditional vehicles.
Who they serve
Insurance companies and investors seeking attractive risk-adjusted returns with downside protection; millions of people seeking retirement income and reinsurance solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 12 | $2.2B |
| Sovereign Wealth Funds | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched