# Polar Capital (America) Corporation

> Polar Capital (America) Corporation is an SEC-registered investment advisory firm in Tampa, FL, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 155389
- Filed as: POLAR CAPITAL (AMERICA) CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155389
- AdvisorCensus page: https://advisorcensus.com/firm/polar-capital-america-corporation-tampa-fl-155389

## Quick answers

**How is Polar Capital (America) Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Polar Capital (America) Corporation reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Polar Capital (America) Corporation located?**
Polar Capital (America) Corporation's principal office is in Tampa, FL, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Polar Capital (America) Corporation registered with the SEC or a state?**
Polar Capital (America) Corporation is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 155389.

**How much does Polar Capital (America) Corporation manage?**
Polar Capital (America) Corporation reports $656,147,243 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**How have Polar Capital (America) Corporation's assets and staff changed since 2021?**
In the Form ADV data for Polar Capital (America) Corporation: Regulatory assets under management: $923,682,271 in the October 2021 data and $656,147,243 in the October 2026 data, down 29%. Total employees: 6 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Polar Capital (America) Corporation serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4); investment companies (1).

**Does Polar Capital (America) Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155389

**What changed in Polar Capital (America) Corporation's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $505,606,975 to $656,147,243 (+30%). Added an office in Providence, RI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $656,147,243
- Discretionary: $656,147,243
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 1 | $113,957,052 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $542,190,191 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2010 (15 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Alpharetta, GA
- Providence, RI

### Websites listed on Form ADV (Item 1.I)
- polarcapital.co.uk
- polarcapitalfunds.com
- polarcapitalplc.co.uk
- polarcapitalstrategies.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $923,682,271 | 6 | June 29, 2021 |
| October 2022 | $1,001,773,859 | 10 | June 29, 2022 |
| October 2023 | $706,350,618 | 10 | June 27, 2023 |
| October 2024 | $456,644,730 | 9 | June 28, 2024 |
| October 2025 | $505,606,975 | 12 | June 26, 2025 |
| October 2026 | $656,147,243 | 12 | June 25, 2026 |

Regulatory assets under management: $923,682,271 in the October 2021 data and $656,147,243 in the October 2026 data, down 29%.
Total employees: 6 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $505,606,975 to $656,147,243 (+30%).
- Added an office in Providence, RI.

### November 2025
- No longer lists an office in Tampa, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Polar Capital (America) Corporation (CRD 155389): Form ADV filing data as of October 2026.