POLARIS CAPITAL MANAGEMENT, LLC

121 High Street
Boston, Massachusetts 02110-2475
Tel: 617-951-1365

About POLARIS CAPITAL MANAGEMENT, LLC

POLARIS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as POLARIS CAPITAL MANAGEMENT, LLC. The firm was established in 02/03/1993. They have over 1 offices throughout the country.

POLARIS CAPITAL MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $11,775,149,425 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106278
SEC#	801-43216
Assets Managed by Firm	$11,775,149,425
No. of Clients	34
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (LIMITED PARTNERSHIP)

Firm Client Information

	No. of Clients	AUM
Firm Total	34	$11,775,149,425
Pension and profit sharing plans	11	$2,370,290,848
Charitable organizations	1	$40,696,186

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