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)
Fees
Minimum
Phone843-414-4000
Address30 Fenwick Hall Allee
Johns Island, SC 29455
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002001200920172025
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
HF Polaris Global Macro Multi-Manager Fund 1 LLC [2013-01-16] 14.7 M 14.1 M
Filed 2014-08-20 (D/A) · Exemption 506(b) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Global Macro Traders Fund 1 LLC 2013-01-16 6.0 M
HF Polaris Global Systematic Traders Fund 1 LLC [2013-01-16] 2.5 M 10.0 M
Filed 2013-01-16 (D) · Exemption 506 · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Global Systematic Traders Fund 2 LLC [2013-01-16] 2.0 M 1.9 M
Filed 2013-09-05 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Global Systematic Traders Fund 3 LLC [2013-01-16] 1.2 M 5.0 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
HF Polaris Global Systematic Traders Fund 4 LLC [2013-01-16] 2.2 M 5.8 M
Filed 2015-01-07 (D/A) · Exemption 506(b) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Physical Commodities Fund 1 LLC [2013-01-16] 2.0 M 4.0 M
Filed 2015-01-07 (D/A) · Exemption 506(b) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Tactical Traders Fund 1 LLC [2013-01-16] 4.0 M 16.0 M
Filed 2012-09-05 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Technology Managers Fund 1 LLC [2013-01-16] 15.9 M 1.0 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 Group Trust --Core Managers Fund 2012-03-30 3.6 M
HF Polaris Group Trust--Global Traders Fund 2012-03-30 0.6 M
HF Polaris Group Trust--Special Situations Fund 2012-03-30 0.8 M
HF Polaris Group Trust--Strategic Asset Allocation Fund 2012-03-30 3.1 M
HF Polaris Managed Futures LLC--Energy Traders Series 1 [2012-03-30] 3.5 M 10.5 M
Filed 2012-03-22 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Managed Futures LLC--Global Systematic Traders Series 1 [2012-03-30] 3.5 M 10.0 M
Filed 2012-03-22 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Managed Futures LLC--Multi-Cta Advisors Series 1 [2012-03-30] 5.6 M 11.0 M
Filed 2012-03-22 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Masters Multi-Strategy Fund 1 LLC [2012-03-30] 22.5 M 17.4 M
Filed 2019-09-10 (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 Master Traders LP [2012-03-30] 1.6 M 1.6 M
Filed 2012-06-07 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Prime Europe Cayman LP [2012-03-30] 2.7 M 7.6 M
Filed 2012-04-11 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Prime Europe LP 2012-03-30 3.9 M
HF Polaris Prime Europe Ltd [2012-03-30] 2.7 M 3.7 M
Filed 2012-04-11 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Prime Option Traders LP [2012-03-30] 1.1 M 0.7 M
Filed 2012-01-10 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF Polaris Prime Portfolios LP in Wind Down Awaiting Disbursement [2012-03-30] 2.7 M 0.2 M
Filed 2012-03-15 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Prime Small Cap Value LP [2012-03-30] 7.4 M 3.8 M
Filed 2025-05-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Polaris Prime Technology LP [2012-03-30] 32.4 M 6.1 M
Filed 2015-03-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($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 2011 - 2026
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
ServesInstitutional, Retail
Fund TypesHedge Fund
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