Form D · Other Banking and Financial Services

POLAR CAPITAL FUNDS PUBLIC LTD CO

Dublin, L2 · CIK 0001170710

Offering snapshot reported Nov 7, 2025 · SEC filing

Reported sold: $1.8M
Investors reported: 2
Minimum accepted: $100K
First sale: Jun 27, 2008

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$2,663,197 → $1,796,706
Reported investors5 → 2

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 7, 2025	Amendment	$1,796,706	-$866,491vs Nov 8, 2024	2	SEC filing
Nov 8, 2024	Amendment	$2,663,197	$222,190vs Nov 9, 2023	5	SEC filing
Nov 9, 2023	Amendment	$2,441,007	-$14,578,626vs Nov 10, 2022	5	SEC filing
Nov 10, 2022	Amendment	$17,019,633	$14,746,868vs Nov 12, 2021	3	SEC filing
Nov 12, 2021	Amendment	$2,272,765	$417,381vs Nov 13, 2020	5	SEC filing
Nov 13, 2020	Amendment	$1,855,384	-$754,479vs Nov 13, 2019	5	SEC filing
Nov 13, 2019	Amendment	$2,609,863	-$366,992vs Nov 13, 2018	5	SEC filing
Nov 13, 2018	Amendment	$2,976,855	$46,028vs Nov 13, 2017	4	SEC filing
Nov 13, 2017	Amendment	$2,930,827	-$1,291,070vs Nov 10, 2016	4	SEC filing
Nov 10, 2016	Amendment	$4,221,897	-$425,203vs Nov 12, 2015	4	SEC filing
Nov 12, 2015	Amendment	$4,647,100	-$207,207vs Nov 12, 2014	5	SEC filing
Nov 12, 2014	Amendment	$4,854,307	-$8,116,499vs Nov 12, 2013	3	SEC filing
Nov 12, 2013	Amendment	$12,970,806	$12,232,529vs Nov 9, 2012	4	SEC filing
Nov 9, 2012	Amendment	$738,277	No comparison	4	SEC filing
Nov 10, 2011	Amendment	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-42030

Source: Form D, filed Nov 7, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

POLAR CAPITAL FUNDS PLC -- ASIAN STARS FUND

Investment adviser: POLAR CAPITAL LLP

Gross asset value: $427M
Beneficial owners: 55
ADV minimum commitment: $1

Reported in Form ADV on Jun 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NORTHERN TRUST INTERNATIONAL FUND ADMINISTRATION SERVICE (IRELAND) LIMITED DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor DELOITTE DUBLIN, Ireland Other funds reporting this name →

Custodian NORTHERN TRUST FIDUCIARY SERVICES (IRELAND) LIMITED DUBLIN, Ireland Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE
PCAOB 1193

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2022	$154,283,777	29	Jun 15, 2022
2023	$153,516,029	36	Jun 27, 2023
2024	$293,164,646	40	Jun 28, 2024
2025	$367,113,923	68	Jun 26, 2025
2026	$426,978,275	55	Jun 25, 2026

Filing source

Form ADV 2114941 · Jun 25, 2026 · Schedule D 7.B.(1), fund 805-6698607424

Reported by POLAR CAPITAL LLP (CRD 136133).

Annual Updating Amendment for Registered Adviser · fiscal year 2026.

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.

Matched by reported Form D file number

POLAR CAPITAL FUNDS PLC -- GLOBAL INSURANCE FUND

Investment adviser: POLAR CAPITAL LLP

Gross asset value: $3.35B
Beneficial owners: 242
ADV minimum commitment: $1

Reported in Form ADV on Jun 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE DUBLIN, Ireland Other funds reporting this name →

Custodian NORTHERN TRUST FIDUCIARY SERVICES (IRELAND) LIMITED DUBLIN, Ireland Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE
PCAOB 1193

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2022	$2,556,016,677	154	Jun 15, 2022
2023	$2,611,091,300	198	Jun 27, 2023
2024	$2,933,959,698	228	Jun 28, 2024
2025	$3,442,019,042	243	Jun 26, 2025
2026	$3,349,908,614	242	Jun 25, 2026

Filing source

Form ADV 2114941 · Jun 25, 2026 · Schedule D 7.B.(1), fund 805-2034543933

Reported by POLAR CAPITAL LLP (CRD 136133).

Annual Updating Amendment for Registered Adviser · fiscal year 2026.

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.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
David Astor	Director
Robert Bovet	Director
Bridge Fund Management Limited	Promoter
James Cayzer Colvin	Director
Ronan Daly	Director
Fund Rock Management Company (Ireland) Limited	Promoter
David Hammond	Director
Barbara Healy	Director
Karen Nolan	Director
Llp Polar Capital	Promoter
Polar Capital Llp	Promoter
Polar Capital Llp Polar Capital Llp	Promoter
Jonathan Quigley	Director
Charles Scott	Director

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:

George's Court 54 62 Townsend Street
Dublin, L2, DUBLIN 2
Phone: 00-353-1-434-5007