POLAR CAPITAL (AMERICA) CORPORATION
CRD #155389 SEC #801-71922 TAMPA, FL 011442072272700
SEC Registered Private Funds
Total AUM
$505.6M
Discretionary
$505.6M
Employees
12
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $505.6M | $505.6M | $0 | 12 | 5 |
| Jun 2025 | $505.6M | $505.6M | $0 | 12 | 5 |
| Jun 2024 | $456.6M | $456.6M | $0 | 9 | 2 |
| May 2024 | $706.4M | $706.4M | $0 | 10 | 2 |
| Jun 2023 | $706.4M | $706.4M | $0 | 10 | 2 |
| Jun 2022 | $1B | $1B | $0 | 10 | 2 |
| Jun 2022 | $1B | $1B | $0 | 10 | 2 |
| Jun 2021 | $923.7M | $923.7M | $0 | 6 | 2 |
| Aug 2020 | $621.5M | $621.5M | $0 | 5 | 2 |
| Jun 2020 | $621.5M | $621.5M | $0 | 5 | 2 |
| Jun 2019 | $397.4M | $397.4M | $0 | 4 | 2 |
| Jun 2019 | $397.4M | $397.4M | $0 | 4 | 2 |
| Jun 2018 | $633.5M | $633.5M | $0 | 4 | 1 |
| Jun 2017 | $612M | $612M | $0 | 3 | 1 |
| Jun 2016 | $523.3M | $523.3M | $0 | 3 | 1 |
| Jun 2015 | $448.6M | $448.6M | $0 | 3 | 1 |
| Jun 2014 | $150M | $150M | $0 | 6 | 1 |
| Jun 2013 | $565M | $565M | $0 | 5 | 1 |
| Feb 2013 | $158.7M | $158.7M | $0 | 5 | 1 |
| Jun 2012 | $158.7M | $158.7M | $0 | 6 | 1 |
| Mar 2012 | $162.7M | $162.7M | $0 | 6 | 1 |
| Jul 2011 | $38.9M | $38.9M | $0 | 10 | -- |
| Feb 2011 | $36.4M | $0 | $36.4M | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees12
Clients5
DateJun 2025
Total AUM$505.6M
Discretionary$505.6M
Non-Disc.$0
Employees12
Clients5
DateJun 2024
Total AUM$456.6M
Discretionary$456.6M
Non-Disc.$0
Employees9
Clients2
DateMay 2024
Total AUM$706.4M
Discretionary$706.4M
Non-Disc.$0
Employees10
Clients2
DateJun 2023
Total AUM$706.4M
Discretionary$706.4M
Non-Disc.$0
Employees10
Clients2
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients2
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients2
DateJun 2021
Total AUM$923.7M
Discretionary$923.7M
Non-Disc.$0
Employees6
Clients2
DateAug 2020
Total AUM$621.5M
Discretionary$621.5M
Non-Disc.$0
Employees5
Clients2
DateJun 2020
Total AUM$621.5M
Discretionary$621.5M
Non-Disc.$0
Employees5
Clients2
DateJun 2019
Total AUM$397.4M
Discretionary$397.4M
Non-Disc.$0
Employees4
Clients2
DateJun 2019
Total AUM$397.4M
Discretionary$397.4M
Non-Disc.$0
Employees4
Clients2
DateJun 2018
Total AUM$633.5M
Discretionary$633.5M
Non-Disc.$0
Employees4
Clients1
DateJun 2017
Total AUM$612M
Discretionary$612M
Non-Disc.$0
Employees3
Clients1
DateJun 2016
Total AUM$523.3M
Discretionary$523.3M
Non-Disc.$0
Employees3
Clients1
DateJun 2015
Total AUM$448.6M
Discretionary$448.6M
Non-Disc.$0
Employees3
Clients1
DateJun 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees6
Clients1
DateJun 2013
Total AUM$565M
Discretionary$565M
Non-Disc.$0
Employees5
Clients1
DateFeb 2013
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees5
Clients1
DateJun 2012
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees6
Clients1
DateJul 2011
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$36.4M
Discretionary$0
Non-Disc.$36.4M
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--