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Polaris Investment Advisors, LLC

● SEC registered since 2023CRD 324093SEC# 801-127125Framingham, MA
Export (members)
Reg. AUM
$178.4M
Employees
3
Accounts
295
Location
Framingham, MA

Polaris Investment Advisors, LLC assets under management

Polaris Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Framingham, MA. The firm has been registered since 2023. It reports $178.4 million in regulatory assets under management and employs 3 people.
polarisadv.comView on SEC.gov ↗

Polaris Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Patrick Gore ControlManaging Member And Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Polaris Investment Advisors, LLC manage?

Polaris Investment Advisors, LLC reports $178.4 million in regulatory assets under management on its Form ADV.

How many employees does Polaris Investment Advisors, LLC have?

Polaris Investment Advisors, LLC reports 3 employees.

Where is Polaris Investment Advisors, LLC located?

Polaris Investment Advisors, LLC is based in Framingham, MA and has been SEC-registered since 2023.

Does Polaris Investment Advisors, LLC disclose fund performance?

Polaris Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address615 Concord Street, Suite 5, Framingham, MA 01702
Phone(508) 481-2299
Fax(508) 875-8052
Office hours9:00a.m.-5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK2103332
Discloses disciplinary historyNo

Assets under management

Discretionary$176.7M
Non-discretionary$1.7M
Total (RAUM)$178.4M