POLARIS INVESTMENT PARTNERS, INC

RIASEC RegisteredEst. 1991
Total AUM
$14.1M
Discretionary
$14.1M
100% of AUM
Avg account
$614K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
MOUNT PLEASANT, South Carolina
CRD number
106711
Registered since
February 1, 1991
Custodians
RJ OBRIEN, TD AMERITRADE, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

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Overview

Polaris Investment Partners, Inc. operates as a small hedge-fund oriented investment adviser focused on individual and family clients. The firm is SEC-registered since 1991 and is owned by an individual. It primarily manages discretionary portfolios and pooled vehicles while also serving as a commodity pool operator/commodity trading advisor and acting as sponsor or general partner of pooled investment vehicles. Fee arrangements combine a percentage-of-AUM charge with performance-based fees, reflecting a manager-investor alignment common in hedge fund strategies. Investment activity leans toward derivatives-driven strategies and managed futures, with the firm also allocating to third-party hedge funds and private placements. Polaris provides portfolio management for individuals and small businesses, manages pooled vehicles, and performs selection of other advisers — a structure that supports both direct managed accounts and multi-manager or outsourced management approaches. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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

Asset composition

Asset composition: Derivatives 51%, Cash & Cash Equivalents 34%, Exchange Traded Equities 15%51%
  • Derivatives51%
  • Cash & Cash Equivalents34%
  • Exchange Traded Equities15%

Owners & executives

1 of 1
  • JOHN PERNELL

    CEOCRD 1146694

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

MOUNT PLEASANT, SC

CHARLESTON

Location

MOUNT PLEASANT, SC

Headquartered in MOUNT PLEASANT, SC, in the South of the United States.

Region
South
County
CHARLESTON
Address
825 Lowcountry Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth