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Building 2POLARIS INVESTMENT PARTNERS, INC

Map pinJOHNS ISLAND, SC
Phone843-414-4000
NotebookSEC #801-38199
Total AUM
$39.3M
Employees
3
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 FENWICK HALL ALLEE
JOHNS ISLAND
SC 29455
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
843-414-4000
Other Offices
1

ReceiptFinancials

Total AUM
$39.3M
Accounts
28
Discretionary
$39.3M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$1.2M
HNW Individual Clients
2
AUM
$736.2K
Pooled Vehicle Clients
10
AUM
$36.4M
Corporation or Business Clients
1
AUM
$949.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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