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Aqua Capital Advisors

Aqua Capital Advisors. CRD 151887

Aqua Capital Advisors logo

CRD: 151887

Aqua Capital Advisors

LOS Angeles, CA, 90067
3104929680
aquaca.com
$143.8M Total AUM
$143.8M Disc. AUM
-- 3Y CAGR
4 Employees
44 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Principal
Clients
Retail
Platforms
Unison north
Established Date
11-13-2009
Office Locations
1

Office Locations

1901 Avenue OF THE Stars Suite 1005 LOS Angeles CA

About Aqua Capital Advisors

Aqua Capital Advisors is a Los Angeles fee-only, independent RIA providing investment management, financial planning, and integrated wealth management for individuals and families. The team builds research-supported portfolios tailored to each family’s risk circumstances, designed to be tax-, fee-, and inflation-aware, and pairs them with retirement income, estate/trust, and tax-minimization planning. Offers advanced portfolio strategies such as options and tax-loss/tax-gain harvesting, with a transparent “what we don’t do” approach.

Team overview

58 AVG AGE
$71.9M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
6.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
3 RIA Reps
16yrs Firm Age

Insights

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Accredited Investors

Beacon summit

Asset Classes

Legacy Ridge foundation Focus Delta ember Unison Bridge Harbor focus

Client Personas

Capital Wave timber

Custodian

Horizon timber Summit

Investment Themes

Oak catalyst Catalyst foundation Pathway legacy Catalyst optima

Investment Vehicles

Pioneer Catalyst

Services

Harbor Prime North glacier Ember Bridge Quantum Pathway North optima

Technology

Harbor

Owner & Executives

J

JEFF CHEN-YU FANG

Chief Compliance Officer, Manager, Managing Principal

CRD
#4546975
Ownership
Less than 5%
(620) 252-9225
ridge.peak@unisoncapital.com
in linkedin.com/in/summit-north
E

ERIC LEE

Manager

CRD
#2630976
Ownership
Less than 5%
(884) 314-3867
catalyst.legacy@momentumcapital.com
in linkedin.com/in/timber-eagle
F

Fusion beacon

Atlas quantum

CRD
#28534
Ownership
29.8%
(812) 765-5235
pathway.quantum@harborcapital.com
in linkedin.com/in/atlas-crest

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Contacts

JOHN PATRICK DEFONSO

JOHN PATRICK DEFONSO

Partner

CRD
#6406556
(273) 344-6455
radial.capital@deltacapital.com
in linkedin.com/in/value-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-19-2011
05-31-2012
08-21-2024
03-20-2025
04-20-2026
Category Assets AVG. Account size
Discretionary $143,769,398 $860,895
Non-Discretionary $0 --
Total $143,769,398 $860,895

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Separately Managed Accounts

Total SMA Asset: $143,769,398

$143.8M Total SMA
Equity - Exchange:
13.1%
Public Funds:
6.1%
Municipal Bonds:
22.0%
U.S. Government/Agency:
18.5%
Equity - OTC:
21.2%
Cash:
14.1%
Corporate - Investment Grade:
5.0%
Asset class Assets Assets %
Equity - Exchange $442,130,003 13.1%
Public Funds $205,877,330 6.1%
Municipal Bonds $742,508,402 22.0%
U.S. Government/Agency $624,382,066 18.5%
Equity - OTC $715,508,097 21.2%
Cash $475,880,385 14.1%
Corporate - Investment Grade $168,751,909 5.0%
Total $3,375,038,192 100.0%

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