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POLAR CAPITAL

LONDON, United Kingdom · CRD 136133 · IAPD ↗ · polarcapitalstrategies.com · 011 44 20 72272700

$43.26BRegulatory AUM
56Advisory reps
196Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

39
July 2026 — POLAR CAPITAL reported RAUM up 49% ($29.11B -> $43.26B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
July 2025 — POLAR CAPITAL added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
July 2024 — POLAR CAPITAL added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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