CRD: 285399
Aqua Advisors LLC
Miami, FL
3058777593
$298.8M Total AUM
$19.6M Disc. AUM
36.0% 3Y CAGR
2 Employees
102 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Citibank · JP Morgan · Morgan Stanley · Pershing · Stonex · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2016
- Office Locations
- 2
Office Locations
Acosta Y Lara 7673 Unidad 1 Montevideo --
-- Miami FL
About Aqua Advisors LLC
Aqua Advisors LLC is a Miami-based RIA with 2 offices. The firm has been operating for 9 years. Managing $298.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Citibank. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$149.4M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
9.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Investment Themes
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Investment Vehicles
Eagle
Services
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Owner & Executives
JOSE VARELA
Owner, President
- CRD
- --
- Ownership
- 50% but less than 75%
(737) 303-2731
timber.eagle@fusioncapital.com
in linkedin.com/in/matrix-bridge
M
Milagros Varela Fleurquin
Chief Compliance Officer
- CRD
- #6708707
- Ownership
- 50% but less than 75%
(454) 917-4534
delta.optima@elementcapital.com
in linkedin.com/in/ridge-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,599,647 | $1,633,304 |
| Non-Discretionary | $279,210,664 | $1,049,664 |
| Total | $298,810,311 | $1,074,857 |
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Separately Managed Accounts
Total SMA Asset: $298,810,311
Private Funds:
20.5% Equity - Exchange:
5.7% Public Funds:
8.5% Corporate - Investment Grade:
15.7% Corporate - Non-Investment Grade:
17.1% U.S. Government/Agency:
8.1% Cash:
12.5% Other:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $180,881,400 | 20.5% |
| Equity - Exchange | $50,293,853 | 5.7% |
| Public Funds | $74,999,605 | 8.5% |
| Corporate - Investment Grade | $138,528,682 | 15.7% |
| Corporate - Non-Investment Grade | $150,881,558 | 17.1% |
| U.S. Government/Agency | $71,470,212 | 8.1% |
| Cash | $110,293,537 | 12.5% |
| Other | $104,999,447 | 11.9% |
| Total | $882,348,294 | 100.0% |