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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANERJEE, SCOTT, KUMAR | I | PORTFOLIO MANAGER | NA | |
| BANERJEE, SCOTT, KUMAR | I | PORTFOLIO MANAGER | NA | |
| BANERJEE, SCOTT, KUMAR | I | PORTFOLIO MANAGER | NA | |
| CRESCENZO, ANGELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRESCENZO, ANGELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRESCENZO, ANGELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRESCENZO, ANGELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRESCENZO, ANGELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRESCENZO, ANGELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRESCENZO, ANGELA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, NATHAN, HATTON | I | CCO & CFO | NA | |
| WALSH, NATHAN, HATTON | I | CCO & CFO | NA | |
| WALSH, NATHAN, HATTON | I | CCO & CFO | NA | |
| WALSH, NATHAN, HATTON | I | CCO & CFO | NA | |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO & CHIEF COMPLIANCE OFFICER | D | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO & CHIEF COMPLIANCE OFFICER | D | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | D | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO & CHIEF COMPLIANCE OFFICER | D | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | D | Control |
| POWELL, JEFFREY, JOHN | I | PRESIDENT & CEO | D | Control |
| POWELL, KRISTEN, MOFFAT | I | EQUITY OWNER | D | Control |
| POWELL, KRISTEN, MOFFAT | I | EQUITY OWNER | D | Control |
| POWELL, KRISTEN, MOFFAT | I | EQUITY OWNER | D | Control |
| POWELL, KRISTEN, MOFFAT | I | EQUITY OWNER | D | Control |
| POWELL, KRISTEN, MOFFAT | I | CFO | D | Control |
| POWELL, KRISTEN, MOFFAT | I | CFO | D | Control |
| WALSH, NATHAN, HATTON | I | CFO & CHIEF COMPLIANCE OFFICER | B | |
| WALSH, NATHAN, HATTON | I | CFO & CHIEF COMPLIANCE OFFICER | B | |
| WALSH, NATHAN, HATTON | I | CFO & CHIEF COMPLIANCE OFFICER | B | |
| WALSH, NATHAN, HATTON | I | CFO & CHIEF COMPLIANCE OFFICER | B | |
| WALSH, NATHAN, HATTON | I | CFO & CHIEF COMPLIANCE OFFICER | B | |
| WALSH, NATHAN, HATTON | I | CFO & CHIEF COMPLIANCE OFFICER | B | |
| WALSH, NATHAN, HATTON | I | CFO & CHIEF COMPLIANCE OFFICER | B | |
| WALSH, NATHAN, HATTON | I | CFO & CHIEF COMPLIANCE OFFICER | B | |
| WALSH, NATHAN, HATTON | I | CFO & CHIEF COMPLIANCE OFFICER | B |
Registrations
Federal
IA
Mar 30, 2016 REGISTERED
Notice Filings (23)
AK AZ CA CO IA ID KS KY MN MO MT ND NE NM NV NY OK OR SD TN TX UT WA
Address
824 E STREETSAN RAFAEL, CA 94901
United States
Phone: 415-263-5600