Aquiline Holdings LLC is a large advisory firm based in New York. It manages $3.39 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of New York.
Aquiline Holdings provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aquiline Holdings LLC is $3.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 280% since the beginning of its operation, and $2.88 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Aquiline Holdings LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Aquiline Holdings is pooled investment vehicles with 12 clients and $3.39 billion of assets under management. Among the 10 most similar advisory firms, Aquiline Holdings has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.39 billion for 12 clients. 58% of the firm’s clients are foreign persons or businesses.
Aquiline Holdings also advises several private funds. Namely, one real estate fund, nine private equity funds, and two venture capital funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $10,000,000.
The company employs 42 people that are either part- or full-time employees. 81 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Aquiline Holdings LLC performs its advisory services is located at 535 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-624-9500 or by fax 212-624-9510. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at aquiline-llc.com.