Polar Capital (america) Corporation

Fee-Only (% of Portfolio)

Polar Capital (America) Corporation is an investment management firm that provides fundamental research-driven investment advisory services. It primarily acts as a sub-advisor to the Served Polar Funds, which are pooled investment vehicles. These funds are offered to qualified U.S. purchasers. Polar Capital's affiliate in London provides support services. The firm's investment strategies involve various risks, including market, credit, and liquidity risks.

Assets Under Management$510M
Clients5
AdvisorsN/A
Avg. per Client$100M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Polar Capital (America) Corporation does not directly manage investments for individual investors. It serves as a sub-advisor to pooled investment vehicles (Served Polar Funds). These funds pay a management fee of up to 2% annually and a performance fee. An initial fee of up to 5% may be payable by subscribers.

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Polar Capital (america) Corporation | TrueAdvisor