Aqualis Partners LLC

RIASEC Registered
Total AUM
$142M
Discretionary
$142M
100% of AUM
Avg account
$70.8M
Accounts
2
Employees
8
Advisory reps
2

Firm details

Headquarters
Darien, Connecticut
CRD number
342218
Registered since
June 26, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aqualis Partners LLC is an institutional registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (2026) and serves institutional clients through portfolio management of pooled investment vehicles. Aqualis acts in sponsor/GP and managing-member roles for the pooled vehicles it advises, and charges a combination of percentage-of-assets fees and performance-based fees. The firm identifies as an active ESG investor and incorporates that posture into its advisory activities for pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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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