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POLAR CAPITAL (AMERICA) CORPORATION

CRD 155389 · SEC 801-71922

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1001 WATER STREET, TAMPA, FL, 33602, United States

Phone

011442072272700

Fax

011442072272799

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$505.6M

Discretionary AUM

$505.6M

Team

12 total employees; 6 advisory reps; 5 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2025-10-03

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Investment companies1$88.5M
Pooled investment vehicles4$417.1M

All web addresses on file

Official SEC filing: View on IAPD