POLARIS CAPITAL MANAGEMENT, LLC

CRD 106278File 801-43216

APPROVED

Custody

Filing as of Jan 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.45B

Top 25% of cohort (national)

Discretionary AUM

$5.45B

Clients

24 accounts

Employees

Top 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Feb 3, 1993
Principal office: 121 HIGH STREET, BOSTON, MA, 02110-2475
Phone: 617-951-1365
Website: HTTPS://WWW.POLARISCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.45B
Discretionary AUM: $5.45B
Non-discretionary AUM: $0
Discretionary accounts: 24
Non-discretionary accounts: 0
Total accounts: 24
AUM per client: $287.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	5	$2.73B
Charitable organizations	Fewer than 5	$49.0M
Pooled investment vehicles	7	$943.6M
Pension and profit sharing plans	5	$938.5M
State or municipal government entities	Fewer than 5	$321.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	24	19
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.