CRD: 317994
Polaris Capital Management LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-24-2022
- Office Locations
- 1
Office Locations
About Polaris Capital Management LLC
Polaris Capital Management is an El Dorado Hills, CA financial advisory firm providing comprehensive financial planning and ongoing advice built around clients’ goals, prudent capital allocation, and long-term discipline. The practice serves retail clients and constructs portfolios with a strong ETF orientation. Schwab is listed as a custodian, and the firm emphasizes high-touch service with no limit on client consultations.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Adarsh Shyamsundar
Chief Compliance Officer, Financial Advisor, Founder
- CRD
- #7477000
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,951,686 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,951,686 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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