Polaris Capital Management, LLC

RIASEC RegisteredEst. 1993

Total AUM

$5.5B

Discretionary

$5.5B

100% of AUM

Avg account

$227M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 106278
Registered since: February 3, 1993
Website: polariscapital.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies50.09%
Pooled Investment Vehicles17.31%
Pension & Profit Sharing Plans17.21%
Other8.6%
State / Municipal Government5.9%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Polaris Capital Management, LLC is an SEC-registered investment adviser (registered in 1993) that serves institutional clients. The firm operates as a limited liability company owned by a mix of domestic entities and individuals. Its advisory remit focuses on portfolio management across vehicles such as investment companies, pooled investment vehicles, and portfolios for businesses or institutions. Compensation is primarily asset-based with a performance-fee component. Polaris does not identify as an active ESG investor and is not classified as a multi-state adviser.