Aqualis Partners LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
Darien, Connecticut
CRD number
342218
Registered since
June 26, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aqualis Partners LLC is a recently formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm’s stated advisory activity is portfolio management for pooled investment vehicles, and it also acts as a sponsor, general partner, or managing member of those vehicles. Its fee arrangements include both a percentage of assets under management and performance-based fees. The firm is not described as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser or pension consultant. Regulatory classification in the snapshot is listed as “unclassified.”

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Stephen Talbot

    Stephen Talbot

    PartnerCRD 5977797

  • Cari Lodge

    Cari Lodge

    Managing DirectorCRD 4251483

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
19 Old Kings Hwy S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth