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POLAR ASSET MANAGEMENT PARTNERS INC.

TORONTO, Canada · CRD 162681 · IAPD ↗ · polaramp.com · 416-367-4364

$37.86BRegulatory AUM
66Advisory reps
164Employees
0Clients
n/aPlanning clients
4Private funds
3States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

45
July 2026 — POLAR ASSET MANAGEMENT PARTNERS INC. grew from 61 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
17
July 2025 — POLAR ASSET MANAGEMENT PARTNERS INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
July 2025 — POLAR ASSET MANAGEMENT PARTNERS INC. added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
35
July 2025 — POLAR ASSET MANAGEMENT PARTNERS INC. reported RAUM up 28% ($33.57B -> $42.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
July 2025 — POLAR ASSET MANAGEMENT PARTNERS INC. grew from 53 to 61 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
July 2024 — POLAR ASSET MANAGEMENT PARTNERS INC. added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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