# Polaris Investment Partners, Inc

> Polaris Investment Partners, Inc is a state-registered investment advisory firm in Mount Pleasant, SC, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 106711
- Filed as: POLARIS INVESTMENT PARTNERS, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mount Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106711
- AdvisorCensus page: https://advisorcensus.com/firm/polaris-investment-partners-inc-mount-pleasant-sc-106711

## Quick answers

**How is Polaris Investment Partners, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Polaris Investment Partners, Inc reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Polaris Investment Partners, Inc located?**
Polaris Investment Partners, Inc's principal office is in Mount Pleasant, SC, according to its Form ADV.

**Is Polaris Investment Partners, Inc registered with the SEC or a state?**
Polaris Investment Partners, Inc is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 106711.

**How much does Polaris Investment Partners, Inc manage?**
Polaris Investment Partners, Inc reports $14,132,091 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does Polaris Investment Partners, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23).

**Does Polaris Investment Partners, Inc 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/106711

## 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: $14,132,091
- Discretionary: $14,132,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 23 | $14,132,091 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- polarisinvest.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Polaris Investment Partners, Inc (CRD 106711): Form ADV filing data as of October 2026.