Polaris Investment Partners Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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
Terms | Privacy | Guide
tony@aum13f.com