Aquifer Capital, LLC

Aquifer Capital historically provided discretionary investment management to pooled vehicles and separate accounts, serving funds, endowments, non-profit organizations, trusts and high-net-worth investors. As of January 1, 2025, the firm is not actively managing client assets; previously it served as adviser to two private funds — a quantitative global macro vehicle (All Weather Fund) and an opportunistic multi‑strategy absolute‑return vehicle (Absolute Alpha Fund) — both of which returned capital and were legally dissolved.

The firm’s stated investment approach emphasizes absolute‑return objectives, the search for market inefficiencies, dynamic capital allocation, and the integration of quantitative and qualitative analysis to synthesize portfolio‑level risk. It historically employed a “Tactical Core Strategy” and indicates a willingness to provide bespoke investment solutions for Separate Account clients, though it does not currently offer strategies to outside clients.

Distinctive features include the firm’s small scale and concentrated decision‑making, with investment authority centered in a single principal, and the current absence of assets under management, which is uncommon for firms in this category. The brochure also notes an inactive fund‑management affiliate, a practice of requiring Separate Account clients to use Charles Schwab or Interactive Brokers as custodians, and the existence of an advisory board and the chief investment officer’s concurrent senior administrative and faculty role as disclosed potential sources of conflicts of interest.