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POLARIS INVESTMENT PARTNERS, INC

CRD 106711 · SEC 801-38199

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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

TypeClientsAUM
High net worth individuals23$14.1M

All web addresses on file

Official SEC filing: View on IAPD