POLARIS7 INVESTMENTS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
298652
Registered since
September 17, 2018

Firm profile

FINTRX

Overview

Polaris7 Investments LLC operates as a limited liability company and is registered with the SEC since 2018. The firm is classified as unclassified and does not engage in capital allocation. It primarily focuses on investment activities, although specific details regarding its investment preferences and manager allocation interests are not disclosed. The firm does not actively participate in ESG investing and is not categorized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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
  • XUANHONG WU

    Chief Compliance Officer, Managing PartnerCRD 6082963

Contacts

1 of 1
  • Bin Qi

    Managing PartnerCRD 7020537

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
111 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth