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| Polaris Capital Management LLC
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|---|---|
| CRD # | 106278 |
| SEC # | 801-43216 |
| CIK # | 0001316926 |
| AUM | 5,452.3 M (2026-01-30) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 617-951-1365 |
| Address | 121 High Street Boston, MA 02110-2475 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Popular Inc | 0.1 | ||
| Jazz Pharmaceuticals Inc | 0.1 | ||
| Linde PLC | 0.1 | ||
| United Therapeutics Corp | 0.1 | ||
| Smurfit Westrock Ltd | 0.1 | ||
| Lantheus Holdings Inc | 0.0 | ||
| Arrow Electronics Inc | 0.0 | ||
| Marathon Petroleum Corp | 0.0 | ||
| CVS Caremark Corp | 0.0 | ||
| Eastman Chemical Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Polaris Capital International Value Limited Partnership | 2012-03-26 | 133.2 M | |
| Other | The Cheyenne Fund A Massachusetts Limited Partnership | 2012-03-26 | 29.9 M | |
| Other | Thrift Investors Limited Partnership | [2012-03-26] | 33.5 M | 37.2 M |
| Filed 2025-07-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 5 | 2.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 0.9 |
| (g) Pension and profit sharing plans | 5 | 0.9 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 1 | 0.3 |
| (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 | 5 | 0.5 |
| Total | 24 | 5.5 |
| By Discretionary | ||
| Discretionary | 24 | 5.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 4.6 | |
| Total | 24 | 5.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Roberto Ramirez | Executive Officer | 7 | 3 | |
| Christopher McLeod | Director | 18 | 2 | |
| Bernard Horn Jr | Executive Officer | 8 | 2 | |
| Kathleen Jacobs | Executive Officer | 6 | 2 | |
| John Myer | Director | 6 | 2 | |
| Sumanta Biswas | Executive Officer | 5 | 2 | |
| Lorraine Horn | Director | 5 | 2 | |
| Polaris Capital Management LLC | Executive Officer | 5 | 2 | |
| Bin Xiao | Executive Officer | 4 | 2 | |
| Jason Crawshaw | Executive Officer | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001316926] | |
| SC 13G | [0001316926] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.3B |
| Serves | Institutional |
| LEI | 213800S3KTWVNRTWA706 |
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