|
⚲
|
| Polaris Capital Management LLC
✚
|
|
|---|---|
| CRD # | 106278 |
| SEC # | 801-43216 |
| CIK # | 0001316926 |
| AUM | $11.8 BB (2024-03-28) |
| Employees | 20 (45% Investors, 0% Brokers) |
| Phone | 617-951-1365 |
| Address | 121 High Street Boston, MA 02110-2475 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| LIN | 147.5 | 0.2 | |
| BPOP | 6.1 | 0.2 | |
| JAZZ | 9.7 | 0.1 | |
| CROX | 3.1 | 0.1 | |
| NOMD | 3.4 | 0.1 | |
| UTHR | 10.6 | 0.0 | |
| ALSN | 3.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| MKSI | 5.8 | 0.0 | |
| WMB | 38.7 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Polaris Capital International Value Limited Partnership | 2012-03-26 | 173.2 | |
| Other | The Cheyenne Fund A Massachusetts Limited Partnership | 2012-03-26 | 27.3 | |
| Other | Thrift Investors Limited Partnership | [2012-03-26] | 29.0 | 29.4 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 7 | 5.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 1.4 |
| (g) Pension and profit sharing plans | 11 | 2.4 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 2 | 1.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 1.1 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5 | 0.3 |
| Total | 34 | 11.8 |
| By Discretionary | ||
| Discretionary | 34 | 11.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34 | 11.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 9.7 | |
| Total | 34 | 11.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Christopher McLeod | 17 | ||
| Bernard Horn Jr | 8 | ||
| Kathleen Jacobs | 6 | ||
| John Myer | 5 | ||
| Lorraine Horn | 5 | ||
| Sumanta Biswas | 5 | ||
| Polaris Capital Management LLC | 4 | ||
| Bin Xiao | 3 | ||
| Jason Crawshaw | 3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001316926] | |
| SC 13G | [0001316926] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mason Investment Advisory Services Inc
✚
|
VA | 12.2 |
|
Glenmede Investment Management LP
✚
|
PA | 12.0 |
|
Morningstar Investment Services LLC
✚
|
IL | 12.0 |
|
Westwood Management Corp
✚
|
TX | 11.9 |
|
Cooke & Bieler LP
✚
|
PA | 11.8 |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
11.7 | |
|
Guideline Inc
✚
|
CA | 11.7 |
|
McQueen Financial Advisors II Inc
✚
|
MI | 11.6 |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
✚
|
MA | 11.6 |
|
Cavanal Hill Investment Management Inc
✚
|
OK | 11.6 |