Polaris Investment Partners, Inc
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives51%
- Cash & Cash Equivalents34%
- Exchange Traded Equities15%
Owners & executives
1 of 1John Pernell
CEOCRD 1146694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Flowrate Financial, LLC
RIAMount Pleasant, SC
Ascension Wealth Advisors, LLC
RIAMount Pleasant, SC
Flip Flops and Pearls Financial Planning
RIAMount Pleasant, SC
J. Benjamin Financial, LLC
RIAMount Pleasant, SC
Missional Advisor Group
RIAMount Pleasant, SC
Telos Capital Partners
RIAMount Pleasant, SC