Form D · Hedge Fund

Polar Capital International Small Co Trust, a series of Polar Capital Investment Funds (US) Trust

Tampa, FL · CIK 0002054283

Offering snapshot reported Feb 3, 2026 · SEC filing

Reported sold
$13.5M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 3, 2026Amendment$13,515,000No comparisonNot reportedSEC filing
Feb 3, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-537153

Source: Form D, filed Feb 3, 2026. 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 INTERNATIONAL SMALL COMPANY TRUST

Investment adviser: POLAR CAPITAL (AMERICA) CORPORATION

Gross asset value
$13.2M
Beneficial owners
6
ADV minimum commitment
$1M

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 THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor DELOITTE & TOUCHE LLP CHICAGO, Illinois, United States Other funds reporting this name →
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States 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 & TOUCHE LLP
PCAOB 34

Fund asset history · 2 annual observations Gross asset value by annual ADV filing$0$6.62M$13.2MFY 2025: $0.00FY 2025FY 2026: $13,243,526.00FY 2026

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Fiscal yearGross assetsBeneficial ownersADV filed
2025$00Jun 26, 2025
2026$13,243,5266Jun 25, 2026
Filing source

Form ADV 2115270 · Jun 25, 2026 · Schedule D 7.B.(1), fund 805-5100823755

Reported by POLAR CAPITAL (AMERICA) CORPORATION (CRD 155389).

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
NameReported role
Samir Ayub Executive
Alexander Black Executive
Nicholas Farren Director, Executive
Tracey Lago Executive
Polar Capital (America) Corporation Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Polar Capital 1001 Water Street
Tampa, FL, 33602
Phone: 424-276-0688