Polaris Investment Partners Inc

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Polaris Investment Partners Inc ✚
CRD #	106711
SEC #	801-38199
CIK #	0002103435
AUM
Employees	3 (33% Investors, 0% Brokers)
Phone	843-414-4000
Address	30 Fenwick Hall Allee Johns Island, SC 29455
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
HF	Polaris Merger Arb Fund LLC	[2018-05-23]	0.9 M	0.8 M
	Filed 2020-11-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	Polaris Event Trading Fund Cayman Ltd	[2015-03-31]	3.5 M	2.7 M
	Filed 2017-03-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Polaris Event Trading Fund LLC	[2015-03-31]	3.5 M	2.7 M
	Filed 2017-03-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Polaris Prime Event Trading Fund LLC	[2013-10-21]	4.0 M	1.7 M
	Filed 2017-03-15 (D/A) · Exemption 506(b) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Polaris Value-Catalyst Managers LLC	[2013-10-21]	11.8 M	0.0 M
	Filed 2017-10-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Polaris Resource Trading Fund Cayman Ltd	[2013-05-21]	4.0 M	1.7 M
	Filed 2017-03-15 (D/A) · Exemption 506(b) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Polaris Market Neutral Fund 1 LLC	[2013-04-01]	2.2 M	2.0 M
	Filed 2014-03-14 (D/A) · Exemption 506(b) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Polaris Aggressive Technology Trader Fund 1 LLC	[2013-01-16]	15.9 M	5.7 M
	Filed 2024-09-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Polaris AG Trader Fund 1 LLC	[2013-01-16]	1.3 M	1.1 M
	Filed 2014-08-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Polaris Commodity Trader Fund 1 LLC	[2013-01-16]	2.0 M	8.0 M
	Filed 2012-08-21 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
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	Role	# Filings	# Firms
John Pernell Jr	Director, Executive Officer	32	2
Polaris Investment Partners Inc	Executive Officer, Promoter	19	2
Roy Callahan Jr	Executive Officer	17	2
Polaris Private Managers Ltd	Executive Officer, Promoter	8	2
Ronald Norton	Director	2	2
Samuel Altman JD	Director	2	2
Roy Callahan	Executive Officer	2	2
Robert Wattie III	Executive Officer	1	1
John Pernell	Director	1	1

Firm Profile (Form ADV)
Discretionary AUM	$0.2B
Serves	Institutional, Retail
Fund Types	Hedge Fund

Polaris Investment Partners Inc

Assets, Funds, Holdings