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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Polar Capital America Corporation
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| CRD # | 155389 |
| SEC # | 801-71922 |
| CIK # | |
| AUM | $505.6 M (2025-06-26) |
| Employees | 12 (50% Investors, 33% Brokers) |
| Phone | 203-604-1550 |
| Address | 17 Old Kings Highway South Darien, CT 06820 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Polar Capital International Small Company Trust | [2025-06-26] | 0.0 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 88.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 417.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 505.6 |
| By Discretionary | ||
| Discretionary | 5 | 505.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 505.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 417.1 | |
| United States Persons | 88.5 | |
| Total | 5 | 505.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Alexander Black | 6 | ||
| Samir Ayub | 3 | ||
| Nicholas Farren | 3 | ||
| Polar Capital America Corporation | 1 | ||
| Tracey Lago | 1 |
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