Polaris Private Placements, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
288104
Registered since
July 3, 2018

Firm profile

FINTRX

Overview

Polaris Private Placements, LLC is organized as a limited liability company and is designated in the source record as owned by a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the available snapshot and does not appear as a capital allocator. It is not identified as an active ESG investor, nor as a multi-state or newly formed adviser. The record also indicates the firm does not act as a pension consultant and is not listed as a related adviser. The source provides minimal detail about the firm's specific advisory or business activities. That limited disclosure, combined with the other registry flags, suggests Polaris Private Placements operates on a narrow or specialized footing rather than as a typical multi-service RIA, though the record does not enumerate product lines, client segments, or distribution channels.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Pernell

    CEOCRD 1146694

Contacts

1 of 1
  • Anthony Diamos

    FinOpCRD 4872899

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mount Pleasant, SC

Charleston

Location

Mount Pleasant, SC

Headquartered in Mount Pleasant, SC, in the South of the United States.

Region
South
County
Charleston
Address
825 Lowcountry Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth