POLARIS GROWTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$4.2B
Discretionary
$4.2B
100% of AUM
Avg account
$234M
Accounts
18
Employees
51
Advisory reps
4

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
297431
Registered since
July 6, 2018
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Polaris Growth Management, LLC is a manager formed in 2018 that runs pooled investment vehicles with an institutional client base. The firm is organized as an LLC and is classified as a manager of private equity and venture capital vehicles — it operates as a fund sponsor and serving roles such as GP and managing member of pooled funds. Advisory activity centers on portfolio management for pooled investment vehicles rather than individual retail advisory. The firm reports using a percentage-of-AUM fee model (plus other fees) and identifies itself as an active ESG investor, indicating ESG factors are integrated into its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • HAROLD FRIEDMAN

    Chief Financial OfficerCRD 6038860

  • Lauren Crockett

    Chief Compliance Officer & General CounselCRD 7128581

Contacts

2 of 2
  • DANIEL LOMBARD

    Managing PartnerCRD 4961723

  • BRYCE YOUNGREN

    Managing PartnerCRD 2191615

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Marina Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth