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| Polaris Financial LLC
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|---|---|
| CRD # | 281952 |
| SEC # | 801-107177 |
| CIK # | 0000931015 |
| AUM | 70.2 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 708-996-0213 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 852 | 68.8 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.4 |
| (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 | 854 | 70.2 |
| By Discretionary | ||
| Discretionary | 854 | 70.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 854 | 70.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 70.2 | |
| Total | 854 | 70.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000931015] | |
| 10-Q | [0000931015] | |
| 3 | [0000931015] | |
| 4 | [0000931015] | |
| 5 | [0000931015] | |
| 8-K | [0000931015] | |
| SC 13G | [0000931015] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Polaris Industries Inc/MN PII
Deferred Stock Units · derivative
|
2026-03-02 | Option exercise | 23 | ||
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-03-02 | Option exercise | 23 | ||
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-12 | Sell | 3,963 | $67.08 | 265,838 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-12 | Sell | 3,823 | $66.57 | 254,497 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-11 | Sell | 12,192 | $66.54 | 811,256 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-11 | Sell | 296 | $67.40 | 19,950 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-11 | Sell | 22,894 | $66.98 | 1,533,440 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-11 | Sell | 9,794 | $66.80 | 654,239 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-10 | Tax withheld | 6,565 | $67.70 | 444,450 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-10 | Tax withheld | 2,644 | $67.70 | 178,999 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-10 | Tax withheld | 10,166 | $67.70 | 688,238 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-10 | Tax withheld | 725 | $67.70 | 49,082 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-03 | Sell | 5,243 | $67.17 | 352,172 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-02 | Tax withheld | 8,111 | $63.84 | 517,806 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-01 | Tax withheld | 815 | $63.84 | 52,030 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-01 | Tax withheld | 1,900 | $63.84 | 121,296 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-01 | Tax withheld | 6,503 | $63.84 | 415,152 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-02-01 | Tax withheld | 1,054 | $63.84 | 67,287 |
|
Polaris Industries Inc/MN PII
Common Stock
|
2026-01-28 | Grant | 65,446 | $64.94 | 4,250,063 |
|
Polaris Industries Inc/MN PII
Employee Stock Option (right to buy) · derivative
|
2026-01-28 | Grant | 243,275 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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