Polaris Investment Partners Inc

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Assets, Funds, Holdings

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Polaris Investment Partners Inc
CRD #106711
SEC #801-38199
CIK #
AUM
Employees 3 (33% Investors, 0% Brokers)
Phone843-414-4000
Address30 Fenwick Hall Allee
Johns Island, SC 29455
Source [IAPD] [Website]
Total AUM ($M)
3002401801206001999200720152024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Polaris Merger Arb Fund LLC [2018-05-23] 0.9 0.8
HF Polaris Event Trading Fund Cayman Ltd [2015-03-31] 3.5 2.7
HF Polaris Event Trading Fund LLC [2015-03-31] 3.5 2.7
HF Polaris Prime Event Trading Fund LLC [2013-10-21] 4.0 1.7
HF Polaris Value-Catalyst Managers LLC [2013-10-21] 11.8 0.0
HF Polaris Resource Trading Fund Cayman Ltd [2013-05-21] 4.0 1.7
HF Polaris Market Neutral Fund 1 LLC [2013-04-01] 2.2 2.0
HF Polaris Aggressive Technology Trader Fund 1 LLC [2013-01-16] 15.9 5.7
HF Polaris AG Trader Fund 1 LLC [2013-01-16] 1.3 1.1
HF Polaris Commodity Trader Fund 1 LLC [2013-01-16] 2.0 8.0
View All
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 18 0.9
(b) Individuals (high net worth individuals) 3 0.7
(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 11 59.5
(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 1 0.2
(n) Other 0 0.0
Total 21 61.3
By Discretionary
Discretionary 20 61.3
Non-Discretionary 1 0.0
Total 21 61.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 61.3
Total 21 61.3
Form D Directors # Filings # Firms 2011 - 2025
John Pernell Jr 32
Polaris Investment Partners Inc 19
Roy Callahan Jr 17
Polaris Private Managers Ltd 8
Samuel Altman Jd 2
Ronald Norton 2
Roy Callahan 2
John Pernell 1
Robert Wattie III 1
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