Polar Asset Management Partners Inc.
Firm details
- Headquarters
- Toronto,
- CRD number
- 162681
- Registered since
- April 19, 2021
- Website
- polaramp.com
- Custodians
- UBS FINANCIAL SERVICES INC., SOCIETE GENERALE CAPITAL CANADA INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.75%
- Pension & Profit Sharing Plans0.25%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Polar Asset Management Partners Inc. is a corporation registered with the SEC in 2021 that operates as a hedge fund manager focused on institutional clients. The firm performs portfolio management for pooled investment vehicles and for businesses or institutions and also acts in sponsor/GP and managing-member roles for pooled vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees. Polar is registered as a CPO/CTA and is not positioned as a capital allocator; it does not self-identify as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
3 of 4John Sabourin
Chairman & Chief Investment OfficerCRD 5075155
Andrew Ma
Chief Compliance OfficerCRD 6553805
Richard Puma
Chief Operating Officer & Chief Financial OfficerCRD 5008616
Contacts
2 of 2Elisabeth Summers
General CounselCRD 5730305
Patrick Newton
Portfolio ManagerCRD 4758656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$224M in ETFs
100%
$224M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $77.9M | 104,280 | 34.80% |
Location
Toronto, null
Location
Toronto, null
Headquartered in Toronto, null.
- Address
- 16 York St
- Office locations
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