Polaris Investment Partners, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,132,091
Clients
23
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$614,439
About
Polaris serves wealthy families, high‑net‑worth individuals, retirement plans, institutions, and private fund investors, offering separately managed private accounts alongside a range of alternative investment solutions. The firm advises and operates affiliated private funds and pooled vehicles in addition to providing portfolio management for individual clients.
The firm’s investment approach blends bottom‑up fundamental stock selection and technical analysis for entry and exit with access to alternative managers through a manager‑of‑managers model and due diligence on third‑party CTAs. Polaris also implements strategies that can include short positions, options, leverage, and allocations to managed CTA portfolios (the latter provided on a non‑discretionary/advisory basis), and some affiliated funds are structured to pay performance‑based compensation.
Noteworthy for a firm of modest regulatory size (approximately $15.7 million in AUM), Polaris and its affiliate are registered commodity pool operator/commodity trading advisors, sponsor and manage private funds, and maintain an affiliated limited‑purpose FINRA broker‑dealer that can distribute private placements. The brochure discloses potential conflicts from these layered roles — including the affiliate acting as general partner, side‑letter preferential terms for certain investors, and circumstances in which the adviser is deemed to have custody of fund assets — and describes governance and disclosure practices intended to address them.
Client services
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Factor investing / smart beta
Occupation focus
Founder/Business Owner
Fee options
$0 - varies: up to 1.00% per annum (asset-based fee for traditional private accounts, may vary by asset level) $0+: 0.75% per annum flat fee for alternative investment strategies (traditional private accounts and managed CTA portfolios)
Performance-based fee of 20% of capital gains or appreciation in affiliated private funds; fees may be reduced or waived at discretion
Account minimum: $1,000 minimum annual fee per advised household Minimum fee: Minimum annual fee of $1,000 per year per advised household Fee-only: Independent, fee-only investment management services; no commissions received by Polaris
Main office location
Polaris Investment Partners, Inc
825 Lowcountry Blvd Ste 206
Mount Pleasant SC 29464, United States
Number of offices
1
Most active in
Polaris Investment Partners, Inc has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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