Polaris Private Placements, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
288104
Registered since
July 3, 2018

Firm profile

FINTRX

Overview

Polaris Private Placements, LLC is organized as a limited liability company and has been registered with the SEC since 2018. Ownership is recorded as a combination of a domestic entity and an individual, and the firm's regulatory classification in the dataset is listed as unclassified. The dataset flags several operational attributes: Polaris is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not flagged as newly formed, and is not listed as a pension consultant or related adviser. The source material does not include descriptions of the firm's advisory services, target clients, or specific business activities.

Assets & Accounts

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

1 of 1
  • John Pernell

    CEOCRD 1146694

Contacts

1 of 1
  • Anthony Diamos

    FinOpCRD 4872899

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth