Asset manager · New York, NY
Aquarian Holdings Investment Management LLC
SEC-registered investment adviser · CRD 292769 · SEC 801-113571
At a glance
Aquarian Holdings Investment Management LLC is an SEC-registered investment adviser based in New York, New York, with $26.7 billion in regulatory assets under management as of its Form ADV filed May 12, 2026. Its largest client group by assets is insurance companies. By Form ADV it is a asset manager, ranked 318th of 3,218 asset managers and 706th of 17,210 SEC-registered advisers by assets.
Main office 212-720-1000aquarianlp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $27B
- Rank among asset managers
- #318 of 3,218
- Rank among all SEC RIAs
- #706 of 17,210
- Rank in New York
- #194 of 2,591
- Clients
- 16
- Accounts
- 16
- Discretionary
- 99% of AUM
- Employees
- 88
- Advisory staff
- 41
- Offices
- 1
Owners and executives on its Form ADV
- Rudrabhishek SahayChief Executive Officer, Chief Investment Officer
- Jonathan D. HerrickChief Compliance Officer
- Simon J. PorterChief Operating Officer
- Michael C. BenderChief Financial Officer
- Edward P. TaibiGeneral Counsel
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 4 | $24B | 92% |
| Pooled investment vehicles | 12 | $2.2B | 8% |
Private funds
Aquarian Holdings Investment Management LLC reports 12 private funds with $2.7B in gross assets: private equity funds, securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Aquarian Holdings Investment Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗aquarianlp.com ↗
AtlasMembers
The full record on Aquarian Holdings Investment Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 385 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Aquarian Holdings Investment Management LLC manage?
Aquarian Holdings Investment Management LLC reports $26.7 billion in regulatory assets under management across 16 accounts, 99% of it on a discretionary basis, on its Form ADV filed May 12, 2026.
What kind of firm is Aquarian Holdings Investment Management LLC?
Aquarian Holdings Investment Management LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Aquarian Holdings Investment Management LLC’s clients?
By assets, its largest client types are insurance companies ($24.5 billion, 4 clients); pooled investment vehicles ($2.2 billion, 12 clients).
Does Aquarian Holdings Investment Management LLC manage private funds?
Yes. It reports 12 private funds with $2.7 billion in gross assets, including private equity funds, securitized asset funds, other private funds.
Does Aquarian Holdings Investment Management LLC have any disciplinary history?
Aquarian Holdings Investment Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Aquarian Holdings Investment Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →