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. 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
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
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