A complete list of active advisors currently associated with Polaris Investment Partners, Inc

Warmer can help you find a great advisor at Polaris Investment Partners, Inc or one who fits your needs even better.

Polaris serves wealthy families, high‑net‑worth individuals, retirement plans, institutions, and private fund investors, offering separately managed private accounts alongside a range of alternative investment solutions. The firm advises and operates affiliated private funds and pooled vehicles in addition to providing portfolio management for individual clients. The firm’s investment approach blends bottom‑up fundamental stock selection and technical analysis for entry and exit with access to alternative managers through a manager‑of‑managers model and due diligence on third‑party CTAs. Polaris also implements strategies that can include short positions, options, leverage, and allocations to managed CTA portfolios (the latter provided on a non‑discretionary/advisory basis), and some affiliated funds are structured to pay performance‑based compensation. Noteworthy for a firm of modest regulatory size (approximately $15.7 million in AUM), Polaris and its affiliate are registered commodity pool operator/commodity trading advisors, sponsor and manage private funds, and maintain an affiliated limited‑purpose FINRA broker‑dealer that can distribute private placements. The brochure discloses potential conflicts from these layered roles — including the affiliate acting as general partner, side‑letter preferential terms for certain investors, and circumstances in which the adviser is deemed to have custody of fund assets — and describes governance and disclosure practices intended to address them.

To learn more about the advisors currently working at Polaris Investment Partners, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.