POLARIS ADVISORS, LLC
CRD #127217 SEC #801-63453 FRAMINGHAM, MA (508) 481-2299
SEC Registered
Total AUM
$175.8M
Discretionary
$133M
Employees
5
Clients
1
Accounts
347
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $175.8M | $133M | $42.8M | 5 | 0 |
| Mar 2022 | $147.4M | $110.8M | $36.6M | 5 | 0 |
| Jun 2021 | $135.2M | $104.1M | $31.1M | 2 | 0 |
| Feb 2021 | $135.2M | $104.1M | $31.1M | 2 | 0 |
| Jun 2020 | $131.4M | $101.4M | $30M | 2 | 0 |
| Mar 2020 | $131.4M | $101.4M | $30M | 2 | 0 |
| Mar 2019 | $117M | $91.1M | $25.9M | 5 | 0 |
| Nov 2018 | $123.4M | $96.6M | $26.8M | 3 | 0 |
| Oct 2018 | $123.4M | $96.6M | $26.8M | 3 | 0 |
| Sep 2018 | $123.4M | $96.6M | $26.8M | 3 | 0 |
| Mar 2018 | $123.4M | $96.6M | $26.8M | 2 | 0 |
| Feb 2017 | $112.5M | $92.1M | $20.3M | 2 | 100 |
| Sep 2016 | $106.8M | $80.3M | $26.5M | 2 | 100 |
| Mar 2016 | $106.8M | $80.3M | $26.5M | 1 | 100 |
| Mar 2015 | $112.2M | $85.3M | $26.9M | 2 | 100 |
| Oct 2014 | $105.9M | $80.3M | $25.6M | 2 | 100 |
| Mar 2014 | $105.9M | $80.3M | $25.6M | 2 | 100 |
| Nov 2013 | $97.8M | $72.7M | $25M | 2 | 104 |
| Mar 2013 | $97.8M | $72.7M | $25M | 2 | 104 |
| Mar 2012 | $91.1M | $70.2M | $20.9M | 1 | 102 |
| Mar 2011 | $82.5M | $65.6M | $16.9M | 5 | -- |
| Sep 2010 | $75.5M | $58.2M | $17.3M | 5 | -- |
| Mar 2009 | $54.8M | $41.7M | $13.1M | 5 | -- |
| Mar 2007 | $46.5M | $45M | $1.5M | 5 | -- |
| Mar 2006 | $39.1M | $39M | $100K | 5 | -- |
| Aug 2004 | $33M | $33M | $0 | 5 | -- |
DateMar 2023
Total AUM$175.8M
Discretionary$133M
Non-Disc.$42.8M
Employees5
Clients0
DateMar 2022
Total AUM$147.4M
Discretionary$110.8M
Non-Disc.$36.6M
Employees5
Clients0
DateJun 2021
Total AUM$135.2M
Discretionary$104.1M
Non-Disc.$31.1M
Employees2
Clients0
DateFeb 2021
Total AUM$135.2M
Discretionary$104.1M
Non-Disc.$31.1M
Employees2
Clients0
DateJun 2020
Total AUM$131.4M
Discretionary$101.4M
Non-Disc.$30M
Employees2
Clients0
DateMar 2020
Total AUM$131.4M
Discretionary$101.4M
Non-Disc.$30M
Employees2
Clients0
DateMar 2019
Total AUM$117M
Discretionary$91.1M
Non-Disc.$25.9M
Employees5
Clients0
DateNov 2018
Total AUM$123.4M
Discretionary$96.6M
Non-Disc.$26.8M
Employees3
Clients0
DateOct 2018
Total AUM$123.4M
Discretionary$96.6M
Non-Disc.$26.8M
Employees3
Clients0
DateSep 2018
Total AUM$123.4M
Discretionary$96.6M
Non-Disc.$26.8M
Employees3
Clients0
DateMar 2018
Total AUM$123.4M
Discretionary$96.6M
Non-Disc.$26.8M
Employees2
Clients0
DateFeb 2017
Total AUM$112.5M
Discretionary$92.1M
Non-Disc.$20.3M
Employees2
Clients100
DateSep 2016
Total AUM$106.8M
Discretionary$80.3M
Non-Disc.$26.5M
Employees2
Clients100
DateMar 2016
Total AUM$106.8M
Discretionary$80.3M
Non-Disc.$26.5M
Employees1
Clients100
DateMar 2015
Total AUM$112.2M
Discretionary$85.3M
Non-Disc.$26.9M
Employees2
Clients100
DateOct 2014
Total AUM$105.9M
Discretionary$80.3M
Non-Disc.$25.6M
Employees2
Clients100
DateMar 2014
Total AUM$105.9M
Discretionary$80.3M
Non-Disc.$25.6M
Employees2
Clients100
DateNov 2013
Total AUM$97.8M
Discretionary$72.7M
Non-Disc.$25M
Employees2
Clients104
DateMar 2013
Total AUM$97.8M
Discretionary$72.7M
Non-Disc.$25M
Employees2
Clients104
DateMar 2012
Total AUM$91.1M
Discretionary$70.2M
Non-Disc.$20.9M
Employees1
Clients102
DateMar 2011
Total AUM$82.5M
Discretionary$65.6M
Non-Disc.$16.9M
Employees5
Clients--
DateSep 2010
Total AUM$75.5M
Discretionary$58.2M
Non-Disc.$17.3M
Employees5
Clients--
DateMar 2009
Total AUM$54.8M
Discretionary$41.7M
Non-Disc.$13.1M
Employees5
Clients--
DateMar 2007
Total AUM$46.5M
Discretionary$45M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2006
Total AUM$39.1M
Discretionary$39M
Non-Disc.$100K
Employees5
Clients--
DateAug 2004
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees5
Clients--