Advisor at Polar Asset Management Partners Inc.
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Firm
Polar Asset Management Partners Inc.
Location
Centennial, CO
Credentials
CFA®, Series 66
Industry experience
15 years
Patrick Newton is a CFA® charterholder with 15 years of industry experience. He has been with Polar Asset Management Partners Inc. since 2018 and previously worked at Stifel Nicolaus & Co., Inc. from 2009 to 2018. Polar Asset Management Partners provides discretionary investment management to private pooled funds and institutional separately managed accounts, employing a combination of fundamental and systematic strategies across multi-strategy, long/short equity, and micro-cap products. The firm serves institutional investors, including employee benefit and public pension plans, and utilizes leverage and derivatives as part of its investment approach.
Based on Polar Asset Management Partners Inc.
Up to 2.5% annually (management fee charged monthly or quarterly in arrears)
Generally 20% of net profits for most Funds; 10% for co-investment Funds; may be subject to hurdles, preferred returns, and high water marks as specified in each Fund’s Offering Memorandum
Centennial, CO
Colorado
Polar Asset Management Partners
2018 - Present (8 years)
Stifel Nicolaus & Co., Inc.
2009 - 2018 (9 years)
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