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 SEC-registered since 2018. The ownership is listed as a combination of a domestic entity and an individual. Public filings classify the adviser as unclassified and provide only minimal operational detail: it is not designated as a capital allocator, it does not report active ESG investing, it is not a multi-state adviser, and it is not identified as a pension consultant or related adviser. The firm’s fee structure, core business activities and advisory offerings are not disclosed in the available data.

Assets & Accounts

Investments & Alternatives

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