POLARIS INVESTMENT PARTNERS, INC
CRD #106711 SEC #801-38199 JOHNS ISLAND, SC 843-414-4000
SEC Registered Private Funds
Total AUM
$39.3M
Discretionary
$39.3M
Employees
3
Clients
--
Accounts
28
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2018 | $39.3M | $39.3M | $0 | 3 | 0 |
| Aug 2018 | $61.3M | $61.3M | $25K | 3 | 0 |
| May 2018 | $61.3M | $61.3M | $25K | 3 | 0 |
| Mar 2018 | $61.3M | $61.3M | $25K | 3 | 0 |
| Sep 2017 | $106.2M | $106.1M | $20.7K | 5 | 26 |
| Aug 2017 | $106.2M | $106.1M | $20.7K | 5 | 26 |
| Jun 2017 | $106.2M | $106.1M | $20.7K | 5 | 26 |
| Mar 2017 | $106.2M | $106.1M | $20.7K | 5 | 26 |
| Jul 2016 | $125.7M | $125.7M | $20K | 7 | 26 |
| May 2016 | $125.7M | $125.7M | $20K | 7 | 26 |
| Mar 2016 | $125.7M | $125.7M | $20K | 7 | 26 |
| Dec 2015 | $142.5M | $142.5M | $18.9K | 7 | 26 |
| Oct 2015 | $142.5M | $142.5M | $18.9K | 7 | 26 |
| Jul 2015 | $142.5M | $142.5M | $18.9K | 7 | 26 |
| Mar 2015 | $142.5M | $142.5M | $18.9K | 7 | 26 |
| Jan 2015 | $161M | $145.3M | $15.7M | 7 | 26 |
| Dec 2014 | $161M | $145.3M | $15.7M | 7 | 26 |
| Oct 2014 | $161M | $145.3M | $15.7M | 7 | 26 |
| May 2014 | $161M | $145.3M | $15.7M | 7 | 26 |
| Apr 2014 | $161M | $145.3M | $15.7M | 7 | 26 |
| Mar 2014 | $161M | $145.3M | $15.7M | 7 | 26 |
| Mar 2014 | $161M | $145.3M | $15.7M | 7 | 26 |
| Oct 2013 | $158.2M | $141.8M | $16.5M | 7 | 26 |
| Sep 2013 | $158.2M | $141.8M | $16.5M | 7 | 26 |
| Jul 2013 | $158.2M | $141.8M | $16.5M | 7 | 26 |
| May 2013 | $158.2M | $141.8M | $16.5M | 7 | 26 |
| Apr 2013 | $158.2M | $141.8M | $16.5M | 7 | 26 |
| Jan 2013 | $96.4M | $79M | $17.4M | 7 | 26 |
| Jul 2012 | $96.4M | $79M | $17.4M | 6 | 26 |
| Mar 2012 | $96.4M | $79M | $17.4M | 6 | 26 |
| Apr 2011 | $81.9M | $63.6M | $18.3M | 10 | -- |
| Mar 2011 | $81.9M | $63.6M | $18.3M | 10 | -- |
| Oct 2010 | $87.5M | $69.7M | $17.7M | 10 | -- |
| Jul 2010 | $87.5M | $69.7M | $17.7M | 10 | -- |
| Jul 2010 | $87.5M | $69.7M | $17.7M | 10 | -- |
| Mar 2010 | $87.5M | $69.7M | $17.7M | 10 | -- |
| Oct 2009 | $160.6M | $142M | $18.6M | 10 | -- |
| Mar 2008 | $293.5M | $265.6M | $27.9M | 10 | -- |
| Mar 2007 | $256.5M | $228.5M | $28M | 10 | -- |
| Feb 2007 | $256.5M | $228.5M | $28M | 10 | -- |
| Jan 2007 | $196.7M | $169.6M | $27.1M | 10 | -- |
| Sep 2005 | $89.1M | $61.9M | $27.2M | 10 | -- |
| Mar 2004 | $91M | $63.6M | $27.5M | 10 | -- |
| Dec 2003 | $98.2M | $76M | $22.3M | 10 | -- |
| Apr 2002 | $120.2M | $91.9M | $28.3M | 10 | -- |
| Mar 2002 | $120.2M | $91.9M | $28.3M | 10 | -- |
| Sep 2001 | $52.2M | $11.5M | $40.7M | 10 | -- |
DateSep 2018
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$25K
Employees3
Clients0
DateMay 2018
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$25K
Employees3
Clients0
DateMar 2018
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$25K
Employees3
Clients0
DateSep 2017
Total AUM$106.2M
Discretionary$106.1M
Non-Disc.$20.7K
Employees5
Clients26
DateAug 2017
Total AUM$106.2M
Discretionary$106.1M
Non-Disc.$20.7K
Employees5
Clients26
DateJun 2017
Total AUM$106.2M
Discretionary$106.1M
Non-Disc.$20.7K
Employees5
Clients26
DateMar 2017
Total AUM$106.2M
Discretionary$106.1M
Non-Disc.$20.7K
Employees5
Clients26
DateJul 2016
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$20K
Employees7
Clients26
DateMay 2016
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$20K
Employees7
Clients26
DateMar 2016
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$20K
Employees7
Clients26
DateDec 2015
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$18.9K
Employees7
Clients26
DateOct 2015
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$18.9K
Employees7
Clients26
DateJul 2015
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$18.9K
Employees7
Clients26
DateMar 2015
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$18.9K
Employees7
Clients26
DateJan 2015
Total AUM$161M
Discretionary$145.3M
Non-Disc.$15.7M
Employees7
Clients26
DateDec 2014
Total AUM$161M
Discretionary$145.3M
Non-Disc.$15.7M
Employees7
Clients26
DateOct 2014
Total AUM$161M
Discretionary$145.3M
Non-Disc.$15.7M
Employees7
Clients26
DateMay 2014
Total AUM$161M
Discretionary$145.3M
Non-Disc.$15.7M
Employees7
Clients26
DateApr 2014
Total AUM$161M
Discretionary$145.3M
Non-Disc.$15.7M
Employees7
Clients26
DateMar 2014
Total AUM$161M
Discretionary$145.3M
Non-Disc.$15.7M
Employees7
Clients26
DateMar 2014
Total AUM$161M
Discretionary$145.3M
Non-Disc.$15.7M
Employees7
Clients26
DateOct 2013
Total AUM$158.2M
Discretionary$141.8M
Non-Disc.$16.5M
Employees7
Clients26
DateSep 2013
Total AUM$158.2M
Discretionary$141.8M
Non-Disc.$16.5M
Employees7
Clients26
DateJul 2013
Total AUM$158.2M
Discretionary$141.8M
Non-Disc.$16.5M
Employees7
Clients26
DateMay 2013
Total AUM$158.2M
Discretionary$141.8M
Non-Disc.$16.5M
Employees7
Clients26
DateApr 2013
Total AUM$158.2M
Discretionary$141.8M
Non-Disc.$16.5M
Employees7
Clients26
DateJan 2013
Total AUM$96.4M
Discretionary$79M
Non-Disc.$17.4M
Employees7
Clients26
DateJul 2012
Total AUM$96.4M
Discretionary$79M
Non-Disc.$17.4M
Employees6
Clients26
DateMar 2012
Total AUM$96.4M
Discretionary$79M
Non-Disc.$17.4M
Employees6
Clients26
DateApr 2011
Total AUM$81.9M
Discretionary$63.6M
Non-Disc.$18.3M
Employees10
Clients--
DateMar 2011
Total AUM$81.9M
Discretionary$63.6M
Non-Disc.$18.3M
Employees10
Clients--
DateOct 2010
Total AUM$87.5M
Discretionary$69.7M
Non-Disc.$17.7M
Employees10
Clients--
DateJul 2010
Total AUM$87.5M
Discretionary$69.7M
Non-Disc.$17.7M
Employees10
Clients--
DateJul 2010
Total AUM$87.5M
Discretionary$69.7M
Non-Disc.$17.7M
Employees10
Clients--
DateMar 2010
Total AUM$87.5M
Discretionary$69.7M
Non-Disc.$17.7M
Employees10
Clients--
DateOct 2009
Total AUM$160.6M
Discretionary$142M
Non-Disc.$18.6M
Employees10
Clients--
DateMar 2008
Total AUM$293.5M
Discretionary$265.6M
Non-Disc.$27.9M
Employees10
Clients--
DateMar 2007
Total AUM$256.5M
Discretionary$228.5M
Non-Disc.$28M
Employees10
Clients--
DateFeb 2007
Total AUM$256.5M
Discretionary$228.5M
Non-Disc.$28M
Employees10
Clients--
DateJan 2007
Total AUM$196.7M
Discretionary$169.6M
Non-Disc.$27.1M
Employees10
Clients--
DateSep 2005
Total AUM$89.1M
Discretionary$61.9M
Non-Disc.$27.2M
Employees10
Clients--
DateMar 2004
Total AUM$91M
Discretionary$63.6M
Non-Disc.$27.5M
Employees10
Clients--
DateDec 2003
Total AUM$98.2M
Discretionary$76M
Non-Disc.$22.3M
Employees10
Clients--
DateApr 2002
Total AUM$120.2M
Discretionary$91.9M
Non-Disc.$28.3M
Employees10
Clients--
DateMar 2002
Total AUM$120.2M
Discretionary$91.9M
Non-Disc.$28.3M
Employees10
Clients--
DateSep 2001
Total AUM$52.2M
Discretionary$11.5M
Non-Disc.$40.7M
Employees10
Clients--