# Polero ICE Advisers

> Polero ICE Advisers is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 148790
- Filed as: POLERO ICE ADVISERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148790
- AdvisorCensus page: https://advisorcensus.com/firm/polero-ice-advisers-148790

## Quick answers

**How is Polero ICE Advisers compensated?**
On its Form ADV (Item 5.E, October 2026), Polero ICE Advisers reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**How much does Polero ICE Advisers charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Hourly rate: $325 an hour (financial-planning assistance); Subscription: $7,000 to $15,000 a year (account management and ongoing financial advice, including financial…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Polero ICE Advisers registered with the SEC or a state?**
Polero ICE Advisers is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 148790.

**How much does Polero ICE Advisers manage?**
Polero ICE Advisers reports $106,028,000 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**What types of clients does Polero ICE Advisers serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (22).

**Which custodians does Polero ICE Advisers use?**
Polero ICE Advisers' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Vanguard as a custodian holding 10% or more of its separately managed account assets.

**Does Polero ICE Advisers 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/148790

**Does Polero ICE Advisers state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "There is no minimum asset level required for having an account managed by the Firm."

**What changed in Polero ICE Advisers' recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: None

> There is no minimum asset level required for having an account managed by the Firm.

- Hourly rate: $325 an hour (financial-planning assistance)

> Clients may choose to pay an hourly fee for financial-planning assistance. In that case, the hourly charge is $325.

- Subscription: $7,000 to $15,000 a year (account management and ongoing financial advice, including financial…)

> Annual fees typically range from $7,000 -$15,000 for individual clients and couples, and include financial planning.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Vanguard

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $106,028,000
- Discretionary: $106,028,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $2,817,000 |
| High net worth individuals | 37 | $103,156,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $55,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- poleroadvisers.org

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Polero ICE Advisers (CRD 148790): Form ADV filing data as of October 2026.