POLAR ASSET MANAGEMENT PARTNERS INC.
Firm details
- Headquarters
- TORONTO,
- CRD number
- 162681
- Registered since
- April 19, 2021
- Website
- polaramp.com
- Custodians
- BNP PARIBAS SECURITIES CORP.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.97%
- Pension & Profit Sharing Plans0.03%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Polar Asset Management Partners Inc. operates as a hedge fund manager registered with the SEC in 2021. The firm serves primarily institutional clients and functions as a CPO/CTA with responsibilities that include portfolio management for pooled investment vehicles and for businesses or institutions. Ownership is listed as a mix of a foreign entity and an individual. Its compensation mixes percentage-of-AUM fees with performance-based fees. Polar is active as a sponsor/GP and managing member of pooled vehicles rather than acting as a pure capital allocator. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents99%
- Exchange Traded Equities1%
Owners & executives
3 of 4JOHN SABOURIN
Chairman & Chief Investment OfficerCRD 5075155
ANDREW MA
Chief Compliance OfficerCRD 6553805
RICHARD PUMA
Chief Operating Officer & Chief Financial OfficerCRD 5008616
Contacts
2 of 2ELISABETH SUMMERS
General CounselCRD 5730305
PATRICK NEWTON
Portfolio ManagerCRD 4758656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$38.9M in ETFs
100%
$38.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $10M | 52,100 | 25.70% |
Location
TORONTO, null
Location
TORONTO, null
Headquartered in TORONTO, null.
- Address
- 16 York St
- Office locations
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