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POLAR ASSET MANAGEMENT PARTNERS INC.
CRD 162681File 801-120867
APPROVED
Custody
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$37.86B
Top 10% of cohort (national)
Discretionary AUM
$37.86B
Clients
19
20 accounts
Employees
164
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 19, 2021
- Principal office
- 16 YORK STREET, SUITE 2900, TORONTO, M5J 0E6
- Phone
- 416-367-4364
- Website
- https://WWW.POLARAMP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $37.86B
- Discretionary AUM
- $37.86B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 20
- Non-discretionary accounts
- 0
- Total accounts
- 20
- AUM per client
- $1.99B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 19 | $37.76B |
| Pension and profit sharing plans | Fewer than 5 | $96.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 162 | 164 | increased by2 |
| Jul 1, 2026 | Disclosures | Yes | No | |
| Jul 1, 2026 | Clients | 16 | 19 | increased by3 |
| Jul 1, 2026 | AUM | $42,918,467,845 | $37,859,218,497 | decreased by$5,059,249,348 |
| Jul 1, 2026 | Accounts | 17 | 20 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 143 | 162 | increased by19 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $33,574,880,067 | $42,918,467,845 | increased by$9,343,587,778 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 121 | 143 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 16 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $28,365,994,173 | $33,574,880,067 | increased by$5,208,885,894 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19 | 17 | decreased by2 |
| Jul 1, 2022 | Employees | 93 | 121 | increased by28 |
| Jul 1, 2022 | Clients | 17 | 18 | increased by1 |
| Jul 1, 2022 | AUM | $18,998,083,741 | $28,365,994,173 | increased by$9,367,910,432 |
| Jul 1, 2022 | Accounts | 18 | 19 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POLAR ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POLAR ASSET” 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.