{ "crd_number": 297431, "slug": "polaris-growth-management-llc-boston-ma-297431", "primary_business_name": "POLARIS GROWTH MANAGEMENT, LLC", "legal_name": "POLARIS GROWTH MANAGEMENT, LLC", "dbas": [ "NORTH STAR VENTURE MANAGEMENT 2000, LLC", "POLARIS PARTNERS" ], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2018-07-06", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-07-10", "carried_forward": false, "raum_total": 4216506351.0, "raum_discretionary": 4216506351.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 51, "advisory_employees": 31, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 4216506351.0, "count": 18 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "MA" ], "websites": [ "https://facebook.com/POLARIS-PARTNERS-404737049642094", "https://linkedin.com/COMPANY/POLARIS-PARTNERS", "https://linkedin.com/company/polaris-growth-fund", "https://linkedin.com/company/polaris-innovation-fund", "https://medium.com/polaris-vc", "https://polarisgrowthfund.com", "https://polarispartners.com", "https://polarispartners.com/polaris-innovation-fund", "https://polarisvc.wordpress.com", "https://twitter.com/POLARISVC" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297431", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/polaris-growth-management-llc-boston-ma-297431", "display_name": "Polaris Growth Management, LLC", "summary": "Polaris Growth Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.", "citation": "AdvisorCensus. Polaris Growth Management, LLC (CRD 297431): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Polaris Growth Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Polaris Growth Management, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Polaris Growth Management, LLC located?", "a": "Polaris Growth Management, LLC's principal office is in Boston, MA, according to its Form ADV; the August 2026 filing also lists 4 other offices (Schedule D, Section 1.F)." }, { "q": "Is Polaris Growth Management, LLC registered with the SEC or a state?", "a": "Polaris Growth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297431." }, { "q": "How much does Polaris Growth Management, LLC manage?", "a": "Polaris Growth Management, LLC reports $4,216,506,351 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary)." }, { "q": "How have Polaris Growth Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Polaris Growth Management, LLC: Regulatory assets under management: $3,989,235,873 in the October 2021 data and $4,216,506,351 in the October 2026 data, up 6%. Total employees: 41 in October 2021 and 51 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Polaris Growth Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (18)." }, { "q": "Does Polaris Growth Management, LLC report any disciplinary disclosures?", "a": "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/297431" }, { "q": "What changed in Polaris Growth Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 29 to 31. Changed its office addresses in Cintech Iv." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3989235873.0, "total_employees": 41, "filing_date": "2021-04-26" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4578173585.0, "total_employees": 41, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4584396069.0, "total_employees": 46, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4458493030.0, "total_employees": 50, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4048381729.0, "total_employees": 48, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4216506351.0, "total_employees": 51, "filing_date": "2026-07-10" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 29 to 31.", "Changed its office addresses in Cintech Iv." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/polaris-growth-management-llc-boston-ma-297431.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 18, "fewer_than_5": false, "raum": 4216506351.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297431", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }