# Polaris Capital Management LLC

> Polaris Capital Management LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 317994
- Filed as: POLARIS CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317994
- AdvisorCensus page: https://advisorcensus.com/firm/polaris-capital-management-llc-317994

## Quick answers

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

**Is Polaris Capital Management LLC registered with the SEC or a state?**
Polaris Capital Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317994.

**How much does Polaris Capital Management LLC manage?**
Polaris Capital Management LLC reports $9,951,686 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**What types of clients does Polaris Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (8).

**Does Polaris Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317994

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,951,686
- Discretionary: $9,951,686
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $737,678 |
| High net worth individuals | 17 | $9,214,008 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [polariscapitalmanagement.net](https://polariscapitalmanagement.net)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Polaris Capital Management LLC (CRD 317994): Form ADV filing data as of October 2026.
