Polaris Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated January 30, 2026, reports $5.5B in regulatory assets under management, 18 employees, 1 office, and 24 accounts.
Top client segmentPooled Investment Vehicles represent 29.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
29.2%
7
2
Investment Cos.
20.8%
5
3
Pension Plans
20.8%
5
4
SEPARATE ACCOUNTS
20.8%
5
5
Charitable
4.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of January 30, 2026
Discretionary100.0%
$5.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.5B
Total Accounts24
10Y AUM Change$-2.4B (-31.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee1:1
10Y Employee Change+4 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.