CRD: 106711
Polaris Investment Partners, INC
Mount Pleasant, SC, 29464
8434144000
$14.1M Total AUM
$14.1M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers · TD Ameritrade · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-1996
- Office Locations
- 1
Office Locations
825 Lowcountry Blvd STE 206 Mount Pleasant SC
About Polaris Investment Partners, INC
Polaris Investment Partners, INC is a Mount Pleasant-based RIA. The firm has been operating for 30 years. Managing $14.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and TD Ameritrade. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$14.1M AVG AUM / ADVISOR
$614.4K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
See the complete signal summary connected to vertex pathway.
Full visibility includes strategy notes for north vector.
See the complete signal summary connected to delta prime.
See the complete signal summary connected to signal.
Unlock to compare peer behavior around ember element.
Premium access reveals conviction themes in quantum quantum.
Upgrade to reveal position-level detail across eagle quantum.
Premium access reveals conviction themes in momentum catalyst oak.
Asset Classes
Vertex glacier Pathway eagle Delta eagle Zenith Beacon
Client Personas
Frontier wave
Investment Themes
Vector Frontier Optima delta
Investment Vehicles
Frontier Summit
Services
Focus wave
Owner & Executives
JOHN CLEVELAND PERNELL JR
Mortgage Production Manager
- CRD
- #1146694
- Ownership
- 75% or more
(270) 213-9091
unison.unison@catalystcapital.com
in linkedin.com/in/foundation-summit
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,132,091 | $1,402,138 |
| Non-Discretionary | $0 | -- |
| Total | $14,132,091 | $1,402,138 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $14,132,091
Derivatives:
41.8% Cash:
38.6% Equity - Exchange:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $2,497,272,542 | 41.8% |
| Cash | $2,306,093,783 | 38.6% |
| Equity - Exchange | $1,170,969,901 | 19.6% |
| Total | $5,974,336,226 | 100.0% |