Polaris Capital Management, LLC

RIASEC Registered

Total AUM

$5.5B

Discretionary

$5.5B

100% of AUM

Avg account

$227M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 106278
Registered since: February 3, 1993
Website: polariscapital.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies50.09%
Pooled Investment Vehicles17.31%
Pension & Profit Sharing Plans17.21%
Other8.6%
State / Municipal Government5.9%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Polaris Capital Management, LLC is an institutional registered investment adviser organized as an LLC that serves institutional clients. The firm is SEC-registered (1993) and focuses on portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Its compensation combines a percentage-of-AUM fee with performance-based fees, and it does not identify as an active ESG investor. The firm is not structured as a capital allocator; its work centers on discretionary portfolio management for relatively few, large institutional relationships.