Investment adviser · CRD 127751

POLARIS EQUITY MANAGEMENT, INC.

Investment adviser filing (IA)

SAN RAFAEL, CA, United States · Form ADV filed Mar 30, 2016

Regulatory AUM
$3.15M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

824 E STREET
SAN RAFAEL, CA, 94901, United States

CRD 127751

Filing source

Form ADV 1003908 · Mar 30, 2016 · 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.