Polaris Investment Partners, Inc
Polaris Investment Partners, Inc is an SEC-registered wealth manager with $39.3M assets under management (AUM, regulatory AUM), -63% over one year. See who owns Polaris Investment Partners, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106711, data through 2018-09-12.
- AUM (assets under management / regulatory AUM)
- $39.3M (2018-09-12)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 28
- CRD
- 106711
- Ownership
- PERNELL, JOHN, CLEVELAND; WHELESS, JAMES, BLOCK; ALEXANDER, JOHN, CALVIN; HEMENWAY, CRAIG, FRANCIS; HAMILTON, MARTHA, LOUISA
How much AUM does Polaris Investment Partners, Inc have?
Polaris Investment Partners, Inc reported $39.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2018-09-12).
Who owns Polaris Investment Partners, Inc?
Disclosed owners and executives of Polaris Investment Partners, Inc include PERNELL, JOHN, CLEVELAND, WHELESS, JAMES, BLOCK, ALEXANDER, JOHN, CALVIN, HEMENWAY, CRAIG, FRANCIS, HAMILTON, MARTHA, LOUISA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.