Polaris Capital Management LLC

RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$255K
Accounts
39
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, US Government Bonds 14%, Cash & Cash Equivalents 6%, State & Local Bonds 2%78%
  • Exchange Traded Equities78%
  • US Government Bonds14%
  • Cash & Cash Equivalents6%
  • State & Local Bonds2%

Contacts

1 of 1
  • Adarsh Shyamsundar

    Adarsh Shyamsundar

    Founder and Financial AdvisorCRD 7477000

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth