Polaris Equity Management Inc

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Assets, Funds, Holdings

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Polaris Equity Management Inc
CRD #298193
SEC #801-114092
CIK #0001427424
AUM
Employees 1 (100% Investors, 0% Brokers)
Phone415-263-5600
Address824 E Street
San Rafael, CA 94901
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3502802101407002001200820152023
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Polaris NMX Fund LLC 2019-03-27 5.3
AUM Breakdown Accounts AUM ($MM)
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 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 5.3
(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 1 5.3
By Discretionary
Discretionary 1 5.3
Non-Discretionary 0 0.0
Total 1 5.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.3
Total 1 5.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001427424]
Related Firms State AUM ($BB)
Polaris Equity Management Inc
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Polaris Greystone Advisory Group LLC
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Polaris Wealth Advisory Group LLC
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