AQUATIC CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$1.4B
Accounts
4
Employees
91
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
307291
Registered since
January 25, 2021
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aquatic Capital Management LLC is an SEC-registered investment manager organized as an LLC and operating as a hedge fund manager. The firm serves an institutional client base and performs portfolio management for pooled investment vehicles while also functioning in sponsor/GP and managing-member roles. Its regulatory footprint includes Commodity Pool Operator/Commodity Trading Advisor activity, and its compensation mixes performance-based fees with other fee arrangements. Aquatic is listed as a domestic entity and individual owner type and first registered with the SEC in 2021.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Owners & executives

2 of 2
  • NIRAJ PATEL

    General Counsel and Chief Compliance OfficerCRD 2798041

  • JONATHAN WERTS

    COOCRD 5223324

Contacts

1 of 1
  • JONATHAN GRAHAM

    FounderCRD 4777766

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
225 W Randolph St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth