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 an SEC-registered investment adviser organized as an LLC and active since 2018. The firm operates as a manager and sponsor of pooled investment vehicles, positioning itself primarily in venture capital and private equity strategies while serving institutional clients. Polaris acts as a general partner/managing member on its funds and also engages third-party venture managers, indicating a blended model of direct fund management and external manager allocation. The firm reports an active ESG investment stance and charges fees that include a percentage of assets under management alongside other fee arrangements. Advisory activity centers on portfolio management for pooled investment vehicles rather than direct advisory to individual retail clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Harold Friedman

    Harold Friedman

    Chief Financial OfficerCRD 6038860

  • Lauren Crockett

    Lauren Crockett

    Chief Compliance Officer & General CounselCRD 7128581

Contacts

2 of 2
  • Daniel Lombard

    Managing PartnerCRD 4961723

  • Bryce Youngren

    Bryce Youngren

    Managing PartnerCRD 2191615

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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