AquaThe Modern Way for Financial Advisors to Put Their Clients into Alts

Aqua: The Modern Alternative Investing Experience

Introduction

Aqua empowers financial advisors to invest beyond conventional asset classes, providing access to opportunities traditionally available only to large institutions and ultra-high net worth investors.

Key Features

• Aqua For Advisors: A comprehensive platform that manages all aspects of operational work required to facilitate investments into private funds or companies.
• Aqua Connect: Connects advisors to a curated selection of top quartile private equity, private credit, real estate, and venture capital funds.
• Feeder Funds: A no-lift-to-GP solution that aggregates high-net-worth investors, unlocking new potential LPs for funds without additional operational workload.
• Digital Platform: Simplifies the investment process with industry-low minimums and fees, providing a seamless end-to-end digital experience.

Use Cases

• Wealth Advisors: Diversify client portfolios with alternative investments.
• Fund Managers: Access a new class of potential LPs without the operational burden.
• Individual Investors: Gain exposure to high-performing private equity and other alternative assets.
• Professional Investors: Enhance portfolio performance with risk-adjusted returns from alternative investments.

Pricing

Aqua offers competitive pricing with industry-low minimums and fees, making alternative investments accessible to a broader range of investors. Specific fund details include:

• Thamesville Fund: Minimum Investment $10,000, Target IRR 22%
• Alpha Fund: Minimum Investment $15,000, Target IRR 20%
• Beta Fund: Minimum Investment $25,000, Target IRR 25%
• Charlie Fund: Minimum Investment $10,000, Target IRR 22%
• Delta Fund: Minimum Investment $100,000, Target IRR 23%

Teams

Aqua's team combines expertise from private equity, capital markets, custody, and financial technology. The leadership includes:

• Rohan Marwaha: Co-founder & CEO, previously at Blackstone.
• Dev Patel: Co-founder & CTO, previously at Bank of America.
• Teddy Freedman: Head of Investment Strategy & Business Operations, previously at Siris Capital and Guggenheim Partners.
• Donald Hession: Founding Engineer, ex-backend engineering lead for Betterfin.

Aqua's mission is to revolutionize access to alternative assets, providing a frictionless experience for advisors and their clients.