JC
JC

Jason Crawshaw

11 Years of Experience
Boston, MA

Jason Crawshaw is a registered investment advisor at Polaris Capital Management, LLC, based in Boston, MA, with 11 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
24 clients
Average Client Portfolio
$227.2M average
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees and minimum account sizes may be negotiated. Fee schedule does not include custody fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

121 High Street, Boston, MA, 02110-2475

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jason is the President of Sable Capital Management LLC, where he conducts equity investment research and portfolio management for a single institutional client. This takes a few hours per week and is done outside of security trading hours.

Employment History
Current Registrations
Polaris Capital Management, LLC
October 2014 - Present · 11 yrs 7 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.