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POLAR CAPITAL
Legal name: POLAR CAPITAL LLP
CRD 136133File 801-64644
APPROVED
Custody
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$43.26B
Top 10% of cohort (national)
Discretionary AUM
$43.26B
Clients
27
34 accounts
Employees
196
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 19, 2005
- Principal office
- 16 PALACE STREET, LONDON, SW1E 5JD
- Phone
- 011 44 20 72272700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $43.26B
- Discretionary AUM
- $43.26B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- $1.60B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Investment companies | 2 | $297.9M |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Pooled investment vehicles | 25 | $42.11B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
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
- No
- 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 | 35 | 27 | decreased by8 |
| Jul 1, 2026 | Employees | 199 | 196 | decreased by3 |
| Jul 1, 2026 | Clients | 37 | 35 | decreased by2 |
| Jul 1, 2026 | AUM | $29,114,690,367 | $43,257,044,094 | increased by$14,142,353,727 |
| Jul 1, 2026 | Accounts | 37 | 34 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 193 | 199 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 39 | 37 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $29,217,205,919 | $29,114,690,367 | decreased by$102,515,552 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 40 | 37 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 194 | 193 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 40 | 39 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $30,348,286,115 | $29,217,205,919 | decreased by$1,131,080,196 |
| Jul 1, 2022 | Employees | 168 | 194 | increased by26 |
| Jul 1, 2022 | Clients | 25 | 40 | increased by15 |
| Jul 1, 2022 | AUM | $28,561,268,705 | $30,348,286,115 | increased by$1,787,017,410 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POLAR CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POLAR 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.