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POLARIS INVESTMENT PARTNERS, INC
CRD 106711 · SEC 801-38199
825 LOWCOUNTRY BLVD STE 206, MOUNT PLEASANT, SC, 29464, United States
Phone
843-414-4000
Fax
843-414-4001
Registration
— (—)
Source
State registered
Total AUM
$14.1M
Discretionary AUM
$14.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $14.1M |
All web addresses on file
Official SEC filing: View on IAPD