Polymath Investments LLC

Overview

Polymath Investments LLC is an independent registered investment adviser that serves individual and family clients with a mix of fee models (percentage of assets under management and fixed fees). The firm combines traditional advisory services — financial planning and portfolio management for individuals and small businesses — with broker-dealer and insurance brokerage capabilities, which expands the set of product wrappers it can offer. Investment activity shows a clear preference for publicly listed equities and liquid vehicles, with portfolio authority split between discretionary and non‑discretionary assignments. The adviser is not positioned as an ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices