1. Capital Base at a Glance
- Initial Dedicated Capital: $25.0 billion
- Target Annual Deployment: $4 billion to $7 billion
- Target Check Size: $50 million to $2 billion per transaction
- Leverage Policy: Conservative; asset-level non-recourse where appropriate
- GP Commitment: Meaningful; disclosed in subscription documents
2. Deal Certainty Framework
- Capital Certainty — pre-funded from committed LP capital; custodian-confirmed funding with every formal proposal
- Structural Certainty — all-cash definitive agreements, defined closing conditions, no financing contingency, no exchange-ratio risk
- Regulatory Certainty — pre-filing dialog with state engineers, water courts, and irrigation districts; community notification where customary
- Operational Certainty — day-one readiness across technical, legal, and community workstreams; retention packages; continuity for offtakers and lessees
3. Fund Structure
- Master-feeder built for U.S. taxable, U.S. tax-exempt, and non-U.S. investors:
- Master Fund: Aquivest Water Fund I, LP (Delaware LP)
- Offshore Feeder: Aquivest Water Fund I (Cayman), LP
- General Partner: Aquivest Water Fund I GP, LLC (Delaware)
- Investment Adviser: Aquivest Management, LLC (SEC-Registered RIA)
4. Fund Terms
- Initial Capital: $25.0B
- Management Fee: 2.0% on committed capital
- Carried Interest: 20% with European waterfall
- Preferred Return: 8% compounded
- Term: Long-horizon with defined extension mechanics
- Eligible Investors: Sovereign, pension, endowment, insurance, qualified family-office
