Polar Capital

RIASEC RegisteredEst. 2005
Total AUM
$43.3B
Discretionary
$43.3B
100% of AUM
Avg account
$1.3B
Accounts
34
Employees
196
Advisory reps
8

Firm details

Headquarters
London,
CRD number
136133
Registered since
September 19, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.34%
  • Other1.97%
  • Investment Companies0.69%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Polar Capital is organized as a limited liability partnership and operates with a hedge-fund business model, serving primarily institutional clients. The firm has been SEC-registered since 2005 and is owned by a mix of foreign and individual stakeholders. It functions as a commodity pool operator/commodity trading adviser and provides portfolio management services for investment companies, pooled vehicles and institutional clients. Compensation includes both asset-based fees and performance-based fees. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Boura Tomlinson Cann

    Boura Tomlinson Cann

    Chief Legal and Compliance OfficerCRD 2778276

  • Iain Evans

    Iain Evans

    Chief Executive OfficerCRD 7235853

  • Samir Ayub

    Samir Ayub

    Chief Financial OfficerCRD 7235845

Contacts

3 of 5
  • Alexander Black

    PresidentCRD 5999298

  • Nicholas Evans

    PartnerCRD 7778293

  • Benjamin Rogoff

    PartnerCRD 7778312

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
16 Palace St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth