Jason
Crawshaw

Polaris Capital Management, LLC

CRD#6314214
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jason Crawshaw is a financial advisor based out of Boston, Massachusetts, who has 9 years of industry experience. Crawshaw is an advisor for Polaris Capital Management, LLC. The advisor has gained experience at Polaris Capital Management, LLC and Liberty Square Asset Management. Crawshaw maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Massachusetts. Polaris Capital Management, LLC is an advisory company based in Boston, MA. It has $12 billion in total assets among its 40 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises one charities and foundations. Of its 40 accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fee schedules largely are based on which service is provided. However, fee types billed by Polaris Capital Management, LLC likely include any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

121 High Street
Boston, MA 02110-2475

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Polaris Capital Management, LLC Brokerage Details

Total Assets Under Management

$12,425,022,064

MA Average: $16,012,751,954
Total Number of Employees

21

MA Average: 118
Total Number of Accounts

40

MA Average: 4,567
Average Account Size

$310,625,552

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Jason Crawshaw Work History

Jason has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Polaris Capital Management, LLC

2007 - 2013 (6 years)

Liberty Square Asset Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Crawshaw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Polaris Capital Management, LLC

Jason Crawshaw
Boston, MA
Bin Xiao
Boston, MA
Sumanta Biswas
Boston, MA
Bernard Horn
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started