SourcingSourcing

AQUATIC CAPITAL MANAGEMENT LLC

C12
CRD 307291·SEC 801-120230·CHICAGO, IL
AUM
$5.43B
$1B+
Est. Revenue
$54.3M
@ 1% on AUM
Est. EBITDA
$16.3M
@ 30% margin
Est. Deal Value
$130.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AQUATIC CAPITAL MANAGEMENT LLC
CRD
307291
SEC file #
801-120230
EIN
832484136
DBA names
—

Economics

AUM
$5.43B
AUM band
$1B+
AUM trajectory
'22'26
$334.7M → $5.43B▲ +1523%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
91
Advisory staff (per ADV)
67
Advisory staff (5-yr trend)
'21'26
36 advisors → 67 advisors▲ +86%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
aquatic.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AQUATIC HOLDINGS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
AQUATIC HOLDINGS LP
GRAHAM, JONATHAN, CULLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AQUATIC.COM
Rdap Domain Creation Date
1994-11-29T05:00:00Z
Rdap Firm Age Years
32
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001803916
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001803916-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust7
Goldman Sachs6
E*trade4
Jpmorgan3
Morgan Stanley3
Edgar Addresses
Mailing
225 W. RANDOLPH ST.FLOOR 23CHICAGO, IL 60606
Business
225 W. RANDOLPH ST.FLOOR 23CHICAGO, IL 60606
Edgar EIN
832484136
Edgar Recent Filings
13F-HR2026-05-15 · 0001803916-26-000003
13F-HR2026-02-17 · 0001803916-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-28T05:00:00Z
Rdap Domain Last Changed
2022-10-12T21:39:30Z
Rdap Nameservers
Ns-1412.awsdns-48.orgNs-1739.awsdns-25.co.ukNs-21.awsdns-02.comNs-861.awsdns-43.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
GRAHAM, JONATHAN, CULLEN
Executive Officer · 2.5%
4777766
PATEL, NIRAJ, MAHENDRA
Executive Officer · 2.5%
2798041
JONATHAN BUCHANAN WERTS
Executive Officer · 2.5%
5223324