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AQUARIAN HOLDINGS MANAGEMENT LLC

NEW YORK, NY · CRD 293116 · IAPD ↗ · 212-720-1000

$1.78BRegulatory AUM
17Advisory reps
64Employees
0Clients
n/aPlanning clients
5Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — AQUARIAN HOLDINGS MANAGEMENT LLC shrank from 30 to 17 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2025 — AQUARIAN HOLDINGS MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — AQUARIAN HOLDINGS MANAGEMENT LLC reported RAUM up 68% ($1.02B -> $1.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — AQUARIAN HOLDINGS MANAGEMENT LLC reported RAUM down 27% ($1.40B -> $1.02B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
64
April 2024 — AQUARIAN HOLDINGS MANAGEMENT LLC grew from 21 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.