Polaris Investment Advisors, LLC
● SEC registered since 2023CRD 324093SEC# 801-127125Framingham, MA
Reg. AUM
$217.1M
Employees
4
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 $217.1 million in regulatory assets under management and employs 4 people.
Polaris Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Patrick Gore Control | Managing Member And Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Polaris Investment Advisors, LLC manage?
Polaris Investment Advisors, LLC reports $217.1 million in regulatory assets under management on its Form ADV.
How many employees does Polaris Investment Advisors, LLC have?
Polaris Investment Advisors, LLC reports 4 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
| Address | 615 Concord Street, Suite 5, Framingham, MA 01702 |
| Phone | (508) 481-2299 |
| Fax | (508) 875-8052 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2103332 |
| Discloses disciplinary history | No |
Regulatory AUM
$217.1M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$217.1Mregulatory AUM
Discretionary $214.9MNon-discretionary $2.1M