Patrick Newton
Patrick Newton is a CFA-designated registered investment advisor at Polar Asset Management Partners INC., based in Centennial, CO, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $43B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Polar Asset Management Partners manages investments for private funds and separately managed accounts. Fees and expenses vary depending on the specific fund, as detailed in each fund's offering documents. Polar charges an annual management fee of up to 2.5% based on the investor’s capital account balance. Polar also charges a performance-based fee generally equal to 20% of the net profits (10% in the case of the co-investment Funds).
Location
Centennial, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Polar Asset Management Partners INC.
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations1 state
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