POLARIS EQUITY MANAGEMENT, INC.
CRD #298193 SEC #801-114092 SAN RAFAEL, CA 415-263-5600
SEC Registered Private Funds
Total AUM
$5.3M
Discretionary
$5.3M
Employees
1
Clients
0
Accounts
1
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 5, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MASON, JAMES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, JAMES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, JAMES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, JAMES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, JAMES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| POWELL, JEFFREY, JOHN | I | SOLE SHAREHOLDER, PRESIDENT, CEO AND CCO | E | Control |
| POWELL, JEFFREY, JOHN | I | SOLE SHAREHOLDER, PRESIDENT, CEO AND CCO | E | Control |
| POWELL, JEFFREY, JOHN | I | SOLE SHAREHOLDER, PRESIDENT, CEO AND CCO | E | Control |
| POWELL, JEFFREY, JOHN | I | SOLE SHAREHOLDER, PRESIDENT, CEO AND CCO | E | Control |
| POWELL, JEFFREY, JOHN | I | SOLE SHAREHOLDER, PRESIDENT, AND CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | SOLE SHAREHOLDER, PRESIDENT, AND CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | SOLE SHAREHOLDER, PRESIDENT, AND CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | SOLE SHAREHOLDER, PRESIDENT, AND CEO | E | Control |
| POWELL, JEFFREY, JOHN | I | SOLE SHAREHOLDER, PRESIDENT, AND CEO | E | Control |
Registrations
Federal
IA
Apr 5, 2022 REGISTERED
Notice Filings (1)
CA
Address
824 E STREETSAN RAFAEL, CA 94901
United States
Phone: 415-263-5600