Aqualis Partners LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Stephen Talbot
PartnerCRD 5977797

Cari Lodge
Managing DirectorCRD 4251483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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