After launching in 2017, we finalized our first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, we helped the company grow with new products, building on its 60-year track record of exceptional client service.
In the same year, we launched an asset management platform to complement our insurance operations, combining best practices from the world’s leading financial services firms with our own distinct strategy, approach, and organizational culture.
Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company and Somerset Re, positioning the firm to make subsequent acquisitions.
From 2021 to 2023, we continued to expand into alternative assets and private credit through the launches of Aquarian Credit Partners, Aquarian Strategic Opportunities, and Aquarian Private Credit.
Today, we’ve grown our business to nearly $21.9Bn in AUM, with 35 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people.
The AUM figures above reflect the book value AUM managed by Aquarian and its relying advisors as of year-end.
The contents of the webpages on www.aquarianlp.com are intended for the use of U.S. investors only. By clicking on this link, you acknowledge that you are entering a third-party website and may be entering another jurisdiction that has differing applicable securities laws that must be followed. Aquarian makes no representation that the contents of the site are appropriate for use in all locations, or that the transactions, securities, products, instruments or services discussed at this site are available or appropriate for sale or use in all jurisdictions or countries, or by all investors or counterparties. All persons and entities accessing this site do so on their own initiative and are responsible for compliance with applicable local laws and regulations. Nothing on this site shall be considered the provision of investment advice, or a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
The contents of the webpages on www.aquarianlp.com are intended for the use of U.S. investors only. By clicking on this link, you acknowledge that you are entering a third-party website and may be entering another jurisdiction that has differing applicable securities laws that must be followed. Aquarian makes no representation that the contents of the site are appropriate for use in all locations, or that the transactions, securities, products, instruments or services discussed at this site are available or appropriate for sale or use in all jurisdictions or countries, or by all investors or counterparties. All persons and entities accessing this site do so on their own initiative and are responsible for compliance with applicable local laws and regulations. Nothing on this site shall be considered the provision of investment advice, or a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.