Polaris Investment Partners Inc

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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
HF Polaris Global Macro Multi-Manager Fund 1 LLC [2013-01-16] 14.7 14.1
HF Polaris Global Macro Traders Fund 1 LLC 2013-01-16 6.0
HF Polaris Global Systematic Traders Fund 1 LLC [2013-01-16] 2.5 10.0
HF Polaris Global Systematic Traders Fund 2 LLC [2013-01-16] 2.0 1.9
HF Polaris Global Systematic Traders Fund 3 LLC [2013-01-16] 1.2 5.0
HF Polaris Global Systematic Traders Fund 4 LLC [2013-01-16] 2.2 5.8
HF Polaris Physical Commodities Fund 1 LLC [2013-01-16] 2.0 4.0
HF Polaris Tactical Traders Fund 1 LLC [2013-01-16] 4.0 16.0
HF Polaris Technology Managers Fund 1 LLC [2013-01-16] 15.9 1.0
HF Polaris Group Trust --Core Managers Fund 2012-03-30 3.6
HF Polaris Group Trust--Global Traders Fund 2012-03-30 0.6
HF Polaris Group Trust--Special Situations Fund 2012-03-30 0.8
HF Polaris Group Trust--Strategic Asset Allocation Fund 2012-03-30 3.1
HF Polaris Managed Futures Llc--Energy Traders Series 1 [2012-03-30] 3.5 10.5
HF Polaris Managed Futures Llc--Global Systematic Traders Series 1 [2012-03-30] 3.5 10.0
HF Polaris Managed Futures Llc--Multi-Cta Advisors Series 1 [2012-03-30] 5.6 11.0
HF Polaris Masters Multi-Strategy Fund 1 LLC [2012-03-30] 22.5 17.4
HF Polaris Master Traders LP [2012-03-30] 1.6 1.6
HF Polaris Prime Europe Cayman LP [2012-03-30] 2.7 7.6
HF Polaris Prime Europe LP 2012-03-30 3.9
HF Polaris Prime Europe Ltd [2012-03-30] 2.7 3.7
HF Polaris Prime Option Traders LP [2012-03-30] 1.1 0.7
HF Polaris Prime Portfolios LP in Wind DOWN Awaiting Disbursement [2012-03-30] 2.7 0.2
HF Polaris Prime Small Cap Value LP [2012-03-30] 7.4 3.8
HF Polaris Prime Technology LP [2012-03-30] 32.4 6.1
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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