$106.0M Total AUM
$106.0M Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
8 yrs Firm Age
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- Custodian
- Citibank ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- QuantumMeridian pathway
- Established Date
- 04-13-2018
- Office Locations
- 1
Office Locations
-- NEW York NY
About Polero ICE Advisers
Polero Ice Advisers is a New York-based RIA serving retail and institutional clients with financial and investment planning, portfolio construction, and estate/tax and insurance planning. The firm emphasizes asset allocation and risk management with a fixed-income tilt, primarily using public funds plus cash and government/municipal bonds, alongside selective ETF use. Owner-led by CCO M. Kimerly Polak.
Team overview
-- AVG AGE
$106.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Meridian timber
Custodian
Horizon summit Capital Ridge zenith Meridian
Investment Themes
Frontier Eagle prime Pioneer
Investment Vehicles
Foundation
Services
Beacon eagle Vital unison Timber Wave Harbor element Alpha vertex Wave meridian
Technology
Pioneer Oak
Owner & Executives
M. KIMERLY POLAK
Chief Compliance Officer, EXECUTIVE DIRECTOR
- CRD
- #4353501
- Ownership
- 75% or more
(746) 684-6277
foundation.unison@primecapital.com
in linkedin.com/in/capital-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,028,000 | $741,455 |
| Non-Discretionary | $0 | -- |
| Total | $106,028,000 | $741,455 |
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Separately Managed Accounts
Total SMA Asset: $106,028,000
Public Funds:
31.2% Cash:
7.7% U.S. Government/Agency:
16.0% Municipal Bonds:
22.4% Equity - Exchange:
9.7% Corporate - Investment Grade:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,993,339,028 | 31.2% |
| Cash | $491,945,850 | 7.7% |
| U.S. Government/Agency | $1,022,225,143 | 16.0% |
| Municipal Bonds | $1,431,115,200 | 22.4% |
| Equity - Exchange | $619,723,993 | 9.7% |
| Corporate - Investment Grade | $830,557,928 | 13.0% |
| Total | $6,388,907,142 | 100.0% |