Investment adviser · CRD 42847

POLAR INVESTMENT COUNSEL, INC.

Investment adviser filing (IA)

· Form ADV filed Mar 24, 2014

Regulatory AUM
$91.6M
Form ADV · Item 5.F
Client accounts
276
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

THE RETZER FUNDHedge Fund · Last reported Mar 24, 2014$15MGross asset value
Auditor DEMARCO SCIACCOTTA WIKLENS AND DUNLEAVY OAK BROOK, Illinois, United States
Custodian SOUTHWEST SECURITIES INC DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3597258795
Reported beneficial owners
60
Minimum commitment
$100K

Form ADV 805940 · Mar 24, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

CRD 42847

Filing source

Form ADV 805940 · Mar 24, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.