Polaris Capital Management Review

Trust Score 96%
Trust Score info_outline

Polaris Capital Management, federally registered in 1993, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 4 advisors. Polaris Capital Management manages $11.7 billion and provides investment advisory services for 11 clients (1:3 advisor/client ratio).

Polaris Capital Management requires a $500,000,000 minimum investment and charges 0.75% for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 3 clients (industry average 1:50)
  • Firm has $1B or more in assets under management


  • Firm serves fewer than 1,000 clients
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

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Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $11.7 billion
Average Account AUM $1,065,305,127
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $500,000,000
Minimum Annual Fee $3,750,000
Advisor / Client Ratio 1:3
Headquarters Boston, MA
SEC Filings Forms and Brochures

Annual Fee Ranges Percent
$0+ 0.75%

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