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 organized as an LLC that has been active since 1993 and primarily serves institutional clients. Its core advisory services focus on portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. The firm charges asset‑based fees and can also collect performance‑based fees. Polaris emphasizes equity exposure—its filings show a strong tilt toward exchange‑traded equities—but its platform also includes external alternative allocations. The firm is not identified as an active ESG investor and does not present itself as a multi‑state or pension consultant adviser.