Polaris Investment Partners, Inc

RIAState Registered
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

FINTRX

Overview

Polaris Investment Partners, Inc. is a South Carolina–based corporate investment adviser operating as a hedge-fund style manager and registered at the state level. The firm functions in commodity/futures capacity (CPO/CTA) and also serves as sponsor, general partner or managing member of pooled vehicles. Its client base is individual and family investors, and its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. The firm is individually owned and does not describe itself as a capital allocator or an active ESG investor.

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