Investment adviser · CRD 298193

POLARIS EQUITY MANAGEMENT, INC.

Investment adviser filing (IA)

SAN RAFAEL, CA, United States · Form ADV filed Apr 5, 2022

Regulatory AUM
$5.3M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$5,300,000100.0%
Filing source

Form ADV 1639228 · Apr 5, 2022 · Item 5.D

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

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.

POLARIS NMX FUND, LLCPrivate Equity Fund · Last reported Apr 5, 2022$5.3MGross asset value
Fund administrator SUSTAINABLE METAL SOLUTIONS, LLC NEDERLAND, Colorado, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor EISNER AMPER LLP NEW YORK CITY, New York, United States
Custodian SUSTAINABLE METAL SOLUTIONS, LLC NEDERLAND, Colorado, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNER AMPER LLP
PCAOB 274

SUSTAINABLE METAL SOLUTIONS, LLC
LEI 82-1733976

Fund details & source
Fund ID
805-7687948649
Reported beneficial owners
38
Minimum commitment
$100K

Form ADV 1639228 · Apr 5, 2022 · 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: Apr 5, 2022. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

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

CRD 298193

Filing source

Form ADV 1639228 · Apr 5, 2022 · 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.