Polaris Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 317994
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI92.59%
- Individuals7.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Polaris Capital Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, fixed fees and performance-based fees. Polaris is not positioned as a multi-state or ESG-focused adviser and does not operate as a pension consultant or related adviser. Filings indicate the firm sponsors and serves as general partner/managing member of pooled investment vehicles, suggesting it originates or manages at least one private fund.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities78%
- US Government Bonds14%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
Contacts
1 of 1
Adarsh Shyamsundar
Founder and Financial AdvisorCRD 7477000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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