A complete list of active advisors currently associated with Aqua Advisors LLC
Warmer can help you find a great advisor at Aqua Advisors LLC or one who fits your needs even better.
The firm provides investment advisory and portfolio management services primarily to high‑net‑worth individuals and families, offering ongoing portfolio management, family wealth services, portfolio review and consulting, and a dedicated private equity advisory program. It typically documents client objectives in an Investment Policy Statement and charges asset‑based management fees while also offering negotiated flat or hourly consulting arrangements for project work. Aqua combines third‑party macroeconomic research with its own due diligence to build customized asset allocations that may include public equities, fixed income, derivatives, foreign‑currency exposure and private equity interests; its disclosure highlights hedging, emerging‑market and liquidity risks associated with those strategies. Although it can manage discretionary accounts, the brochure reports that the majority of the firm’s assets are held non‑discretionarily and clients may impose written investment restrictions. Several features distinguish the firm from many peers: it manages approximately $298.8 million and maintains an affiliated multi‑family office, Aqua Wealth Management S.A., which participates in due diligence and the adviser’s investment committee and supports its private equity work — a structure that the brochure links to a significant non‑U.S. client base and offshore advising capability. The firm also notes it may enter into performance‑based compensation arrangements for qualified clients and that firm personnel sometimes co‑invest alongside clients in private equity deals, a practice the brochure discloses as a potential conflict.
To learn more about the advisors currently working at Aqua Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 9
|
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