POLARIS EQUITY MANAGEMENT, INC.
CRD #127751 SEC #801-62455 SAN RAFAEL, CA 415-263-5600
SEC Registered
Total AUM
$3.2M
Discretionary
$3.1M
Employees
7
Clients
1
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $3.2M | $3.1M | $20.7K | 7 | 1 |
| Mar 2015 | $7.3M | $7.3M | $0 | 7 | 11 |
| Dec 2014 | $18.3M | $18.3M | $0 | 12 | 26 |
| May 2014 | $18.3M | $18.3M | $0 | 12 | 26 |
| Feb 2014 | $18.3M | $18.3M | $0 | 12 | 26 |
| Mar 2013 | $309.6M | $309.6M | $0 | 10 | 350 |
| Sep 2012 | $320M | $320M | $0 | 1 | 350 |
| Jul 2012 | $250M | $250M | $0 | 1 | 350 |
| Mar 2012 | $250M | $250M | $0 | 1 | 350 |
| Aug 2011 | $225M | $224M | $1M | 5 | -- |
| Mar 2011 | $225M | $224M | $1M | 5 | -- |
| Jul 2010 | $180.1M | $180.1M | $0 | 5 | -- |
| Jun 2010 | $180.1M | $180.1M | $0 | 5 | -- |
| Oct 2009 | $110M | $110M | $0 | 5 | -- |
| Feb 2009 | $110M | $90M | $20M | 5 | -- |
| Mar 2007 | $102.6M | $97.6M | $5M | 5 | -- |
| Nov 2006 | $75M | $73M | $2M | 5 | -- |
| Feb 2006 | $75M | $73M | $2M | 5 | -- |
| May 2004 | $38.9M | $37.9M | $987K | 5 | -- |
| Oct 2003 | $31.3M | $29.9M | $1.3M | 5 | -- |
DateMar 2016
Total AUM$3.2M
Discretionary$3.1M
Non-Disc.$20.7K
Employees7
Clients1
DateMar 2015
Total AUM$7.3M
Discretionary$7.3M
Non-Disc.$0
Employees7
Clients11
DateDec 2014
Total AUM$18.3M
Discretionary$18.3M
Non-Disc.$0
Employees12
Clients26
DateMay 2014
Total AUM$18.3M
Discretionary$18.3M
Non-Disc.$0
Employees12
Clients26
DateFeb 2014
Total AUM$18.3M
Discretionary$18.3M
Non-Disc.$0
Employees12
Clients26
DateMar 2013
Total AUM$309.6M
Discretionary$309.6M
Non-Disc.$0
Employees10
Clients350
DateSep 2012
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees1
Clients350
DateJul 2012
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees1
Clients350
DateMar 2012
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees1
Clients350
DateAug 2011
Total AUM$225M
Discretionary$224M
Non-Disc.$1M
Employees5
Clients--
DateMar 2011
Total AUM$225M
Discretionary$224M
Non-Disc.$1M
Employees5
Clients--
DateJul 2010
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$110M
Discretionary$90M
Non-Disc.$20M
Employees5
Clients--
DateMar 2007
Total AUM$102.6M
Discretionary$97.6M
Non-Disc.$5M
Employees5
Clients--
DateNov 2006
Total AUM$75M
Discretionary$73M
Non-Disc.$2M
Employees5
Clients--
DateFeb 2006
Total AUM$75M
Discretionary$73M
Non-Disc.$2M
Employees5
Clients--
DateMay 2004
Total AUM$38.9M
Discretionary$37.9M
Non-Disc.$987K
Employees5
Clients--
DateOct 2003
Total AUM$31.3M
Discretionary$29.9M
Non-Disc.$1.3M
Employees5
Clients--