VAQUITA SUN, INC.

Overview

Vaquita Sun, Inc. is a recently formed SEC-registered corporate investment adviser (registered in 2024) focused on discretionary portfolio management for individual and family clients and small businesses. The firm charges clients a percentage-of-AUM fee and operates as a single-adviser entity rather than a capital allocator or pension consultant. Investment activity shows a clear preference for publicly traded equities — the adviser lists equities as its primary asset preference — and it does not position itself as an active ESG investor. With a one-client, one-account start and limited scale, the firm appears set up to provide hands-on, bespoke management rather than large-scale institutional solutions.

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Public Holdings

Investments & Alternatives

Location & Offices