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POLAR CAPITAL (AMERICA) CORPORATION

TAMPA, FL · CRD 155389 · IAPD ↗ · polarcapital.co.uk · 011442072272700

$656.1MRegulatory AUM
6Advisory reps
12Employees
5Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
July 2026 — POLAR CAPITAL (AMERICA) CORPORATION added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
July 2026 — POLAR CAPITAL (AMERICA) CORPORATION reported RAUM up 30% ($505.6M -> $656.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
December 2025 — POLAR CAPITAL (AMERICA) CORPORATION moved its main office from DARIEN, CT to TAMPA, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
July 2025 — POLAR CAPITAL (AMERICA) CORPORATION added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2025 — POLAR CAPITAL (AMERICA) CORPORATION crossed $500M in regulatory AUM ($456.6M -> $505.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
July 2025 — POLAR CAPITAL (AMERICA) CORPORATION grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
July 2025 — POLAR CAPITAL (AMERICA) CORPORATION now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
38
July 2024 — POLAR CAPITAL (AMERICA) CORPORATION reported RAUM down 35% ($706.4M -> $456.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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