Polar Capital (America) Corporation
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Overview
Polar Capital (America) Corporation is an advisory firm headquartered in Darien, Connecticut. The firm handles $1.0 billion in total assets over two accounts, placing it among the bigger investment advisory firms in the country by assets under management (AUM). The company has a small team, including 3 financial advisors. Polar Capital (America) Corporation is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like options, equities and bonds.
Polar Capital (America) Corporation oversees all of its accounts in a discretionary manner. Discretionary management signifies that transaction judgments for the client's account are made by a portfolio manager without needing to seek the customer's permission. The firm's average account size is $500.9 million. The average advisor at Polar Capital (America) Corporation administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
Polar Capital (America) Corporation's central office is located at 17 Old Kings Highway South, Darien, Connecticut 6820.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Polar Capital (America) Corporation by the Numbers
$1.0 billion
10
2
$500.9 million
Fee Structure
Fees for financial management usually depend on the financial services offered. Fees billed by the firm likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Polar Capital (America) Corporation.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Polar Capital (America) Corporation provides services to pooled investment vehicles. Out of its two customers, Polar Capital (America) Corporation's biggest client type by number of accounts is pooled investment vehicles. About 100% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Polar Capital (America) Corporation does not have any disclosures.
Please visit its Form ADV for more details.
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