Polar Capital (America) Corporation

RIASEC RegisteredEst. 2010
Total AUM
$656M
Discretionary
$656M
100% of AUM
Avg account
$131M
Accounts
5
Employees
12
Advisory reps
5

Firm details

Headquarters
Tampa, Florida
CRD number
155389
Registered since
October 19, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles82.63%
  • Investment Companies17.37%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Polar Capital (America) Corporation is a SEC-registered, U.S.-based corporate adviser that operates as a hedge-fund manager and commodity pool/operator type firm. Registered in 2010, the firm is owned by a mix of foreign-entity and individual owners and directs investment services primarily to institutional clients. Its compensation mixes a percentage-of-AUM component with performance-based fees, and its stated advisory work includes portfolio management for registered investment companies and for pooled investment vehicles. The firm identifies itself as a manager/operator rather than a multi-manager allocator and does not flag itself as an active ESG investor. Polar Capital (America) Corporation is affiliated with activities typical of sponsors and general partners of pooled vehicles and performs CPO/CTA functions. Those affiliations align with the firm’s role in creating and managing pooled investment structures rather than acting solely as a distributor or sub-adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Samir Ayub

    Samir Ayub

    Chief Financial OfficerCRD 7235845

  • Boura Tomlinson Cann

    Boura Tomlinson Cann

    Chief Legal and Compliance OfficerCRD 2778276

Contacts

3 of 3
  • Alexander Black

    PresidentCRD 5999298

  • Tracey Lago

    Company SecretaryCRD 7928400

  • Nicholas Farren

    Financial Advisor and Registered RepresentativeCRD 7235833

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
1001 Water St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth