AQUARIUS INVESTMENT GROUP LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 338346
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JEFFREY WILFONG
Founder and Chief Investment OfficerCRD 2659005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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