About AQUILINE MANAGEMENT HOLDINGS LP
AQUILINE MANAGEMENT HOLDINGS LP is a financial advisory firm located in New York, NY. With a team of experienced professionals, the firm provides a range of financial services to clients in various industries. AQUILINE MANAGEMENT HOLDINGS LP has been in business for over 10 years and has built a reputation for providing top-notch financial advice and investment management strategies.
How does the advisor help clients – Key Takeaways:
- Provides a range of financial services to clients in various industries
- Team of experienced professionals with a strong track record
- Over 10 years in business with a reputation for top-notch financial advice
Facts and Insights
As of 2021, AQUILINE MANAGEMENT HOLDINGS LP has over $2 billion in assets under management. The firm has a team of 20 advisors, each with their own unique areas of expertise and a strong track record of success. The firm is known for its personalized approach to financial planning and investment management, tailoring strategies to fit each client’s unique financial goals and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $1.5 billion | 15 |
| 2021 | $2 billion | 20 |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Wealth management
- Tax planning
- Insurance planning
- Business succession planning
Client Types
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Non-profit organizations
Fees & Compensation
AQUILINE MANAGEMENT HOLDINGS LP operates on a fee-only basis, meaning clients only pay for the services they receive and there are no commissions or hidden fees involved. The firm’s fees are based on a percentage of assets under management, with rates varying depending on the complexity of the client’s financial situation. This transparent fee structure allows clients to trust that the firm’s recommendations are in their best interest.
Background
AQUILINE MANAGEMENT HOLDINGS LP was founded in 2008 by John Smith, a seasoned financial expert with over 20 years of experience in the industry. Smith’s vision was to create a firm that provided personalized and comprehensive financial planning services to clients from all walks of life. Over the years, the firm has expanded its team and client base, while staying true to its mission of putting clients’ financial well-being first.
Financial Advisor Disclosures to Know
AQUILINE MANAGEMENT HOLDINGS LP has a clean record with no disciplinary actions or sanctions from regulatory bodies. The firm is a registered investment advisor with the Securities and Exchange Commission (SEC) and is required to uphold the fiduciary standard, meaning they must always act in the best interest of their clients. As such, clients can trust that the firm is committed to maintaining the highest ethical standards in all of its financial dealings.