Polar Capital is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated June 26, 2025, reports $29.1B in regulatory assets under management, 199 employees, 6 offices, and 37 accounts.
Top client segmentPooled Investment Vehicles represent 70.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
70.3%
26
2
SEPARATELY MANAGED ACCOUNTS
21.6%
8
3
Investment Cos.
8.1%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$29.1Bas of June 26, 2025
Discretionary100.0%
$29.1B
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.
Total AUM$29.1B
Total Accounts37
10Y AUM Change+$18.3B (+168.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees199
Clients per Employee0:1
10Y Employee Change+87 (+77.7%)
* 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.