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Building 2POLARIS EQUITY MANAGEMENT, INC.

Map pinSAN RAFAEL, CA
Phone415-263-5600
NotebookSEC #801-114092
Total AUM
$5.3M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
824 E STREET
SAN RAFAEL
CA 94901
United States
Operating Hours
7:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
415-263-5600

ReceiptFinancials

Total AUM
$5.3M
Accounts
1
Discretionary
$5.3M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$5.3M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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