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POLARIS CAPITAL MANAGEMENT, LLC

BOSTON, MA · CRD 106278 · IAPD ↗ · polariscapital.com · 617-951-1365

$5.45BRegulatory AUM
10Advisory reps
18Employees
0Clients
0Planning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
February 2026 — POLARIS CAPITAL MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
February 2026 — POLARIS CAPITAL MANAGEMENT, LLC reported RAUM down 39% ($8.90B -> $5.45B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
February 2026 — POLARIS CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.