POLYMATH FINANCIAL, LLC

Overview

Polymath Financial, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm is individually owned and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services emphasize financial planning, the selection of other advisers and, nominally, pension consulting; however, it is not designated as a pension consultant in the firm’s profile. Fee arrangements combine a percentage-of-AUM model with hourly billing. The firm reports no active ESG investing program and is not described as a multi-state adviser. An industry affiliation with an insurance company is noted. Polymath’s business model appears to blend advisory work with third-party manager allocation rather than operating as an internal fund complex.

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Public Holdings

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Location & Offices