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Polymath Investments LLC

Polymath Investments LLC. CRD 333348

Polymath Investments LLC logo

CRD: 333348

Polymath Investments LLC

SAN Diego, CA
4242531222
$83.0M Total AUM
$56.0M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Pathway
Established Date
10-31-2024
Office Locations
1

Office Locations

2121 Avenue OF THE Stars STE 800 LOS Angeles CA

About Polymath Investments LLC

Polymath Investments is an independent, fiduciary advisory firm providing investment management and holistic financial planning, including retirement, tax, and insurance planning. The firm focuses on physicians and medical residents as well as high-net-worth families and retirees, building personalized plans and coordinating with clients’ CPAs and attorneys when needed. Client assets are custodied with Charles Schwab, and portfolios are frequently implemented using ETFs.

Team overview

-- AVG AGE
$83.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Delta focus

Client Personas

Element Pathway Signal vertex

Custodian

Momentum Crest insight Vertex zenith

Investment Themes

Eagle unison Fusion wave

Investment Vehicles

Ridge capital

Platform

Insight

Services

Unison Bridge Timber optima Beacon Pathway radial Eagle Element fusion Glacier Radial Pathway horizon

Technology

Ember

Owner & Executives

K

KINTA MACK SMITH

Chief Compliance Officer, Managing Member

CRD
#5638013
Ownership
75% or more
(284) 811-6458
bridge.prime@quantumcapital.com
in linkedin.com/in/north-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $56,000,000 --
Non-Discretionary $27,000,000 --
Total $83,000,000 --

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Separately Managed Accounts

Total SMA Asset: $83,000,000

$83.0M Total SMA
Equity - Exchange:
44.6%
Other:
24.7%
Cash:
30.7%
Asset class Assets Assets %
Equity - Exchange $3,026,645,544 44.6%
Other $1,676,191,591 24.7%
Cash $2,083,363,637 30.7%
Total $6,786,200,772 100.0%

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