Investment adviser · CRD 155389
POLAR CAPITAL (AMERICA) CORPORATION
TAMPA, FL, United States · Form ADV filed Oct 3, 2025
- Regulatory AUM
- $506M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2022 | $1,001,773,859 | 10 | Jun 28, 2022 |
| 2023 | $706,350,618 | 10 | Jun 27, 2023 |
| 2024 | $456,644,730 | 9 | Jun 28, 2024 |
| 2025 | $505,606,975 | 12 | Jun 26, 2025 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $417,063,526 | 82.5% |
| Investment companies | 1 | $88,543,449 | 17.5% |
| Individuals | Fewer than 5 | Not reported | Not reported |
| High-net-worth individuals | Fewer than 5 | Not reported | Not reported |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
| Other clients | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2019839 · Oct 3, 2025 · Item 5.D
Reported by POLAR CAPITAL (AMERICA) CORPORATION (CRD 155389).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
1 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
POLAR CAPITAL INTERNATIONAL SMALL COMPANY TRUSTHedge Fund$0Gross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-5100823755
- Reported beneficial owners
- 0
- Minimum commitment
- $1M
- Form D file number
- 021-537153
Form ADV 2019839 · Oct 3, 2025 · Schedule D 7.B.(1)
Reported by POLAR CAPITAL (AMERICA) CORPORATION (CRD 155389).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Jun 26, 2025 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 2019839 · Oct 3, 2025 · Items 1 & 5
Reported by POLAR CAPITAL (AMERICA) CORPORATION (CRD 155389).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $506M
- Non-discretionary
- $0
Reported services
Investment company portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1001 WATER STREETTAMPA, FL, 33602, United States
CRD 155389
Filing source
Form ADV 2019839 · Oct 3, 2025 · Items 1 & 5
Reported by POLAR CAPITAL (AMERICA) CORPORATION (CRD 155389).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.