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POLARIS CAPITAL MANAGEMENT, LLC
CRD 106278File 801-43216
APPROVED
Custody
Filing as of Jan 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.45B
Top 25% of cohort (national)
Discretionary AUM
$5.45B
Clients
19
24 accounts
Employees
18
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.POLARISFUNDS.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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 24 | 19 | decreased by5 |
| Feb 1, 2026 | Clients | 32 | 24 | decreased by8 |
| Feb 1, 2026 | AUM | $8,901,029,329 | $5,452,307,694 | decreased by$3,448,721,635 |
| Feb 1, 2026 | Accounts | 32 | 24 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 18 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 43 | 32 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,198,252,799 | $8,901,029,329 | decreased by$7,297,223,470 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 43 | 32 | decreased by11 |
| Mar 1, 2022 | Employees | 18 | 19 | increased by1 |
| Mar 1, 2022 | AUM | $14,294,560,641 | $16,198,252,799 | increased by$1,903,692,158 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POLARIS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POLARIS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.