AQUARIUS INVESTMENT GROUP LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
338346

Firm profile

FINTRX

Overview

Aquarius Investment Group LLC is a small, manager-led investment firm structured as a limited liability company that primarily sponsors and operates pooled investment vehicles. The firm acts as sponsor, general partner and managing member of at least one hedge fund vehicle, and its organizational signals point to product-first activity rather than a broad advisory business. The single fund structure and a reported 93.0% ownership stake by the owner indicate concentrated control and material manager capital alongside outside investors. Investment activity appears focused on alternative, pooled strategies rather than traditional discretionary advisory relationships with retail clients. The firm is not identified as a multi-state adviser and does not list active ESG investing as a firm-level posture. Given the modest reported fund size and ownership profile, Aquarius Investment Group typically would pursue niche, higher-conviction or opportunistic hedge strategies where manager alignment and flexibility matter more than scale.

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

1 of 1
  • JEFFREY WILFONG

    Founder and Chief Investment OfficerCRD 2659005

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

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
3546 Addison St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth