Polaris Growth Management, LLC (Boston)

Name: Polaris Growth Management, LLC
Address: One Marina Park Drive, Boston, MA, 02210
Telephone: 781-290-0770

Polaris Growth Management, LLC is a large advisory firm based in Boston. It manages $3.22 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and Massachusetts.

Polaris Growth Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Polaris Growth Management: assets under management

The assets under management (AUM) of Polaris Growth Management, LLC is $3.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $293.06 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Polaris Growth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Polaris Growth Management serves?

The only and largest group of clients of Polaris Growth Management is pooled investment vehicles with 11 clients and $3.22 billion of assets under management. Among the 8 most similar advisory firms, Polaris Growth Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.22 billion for 11 clients. None of the firm’s clients are foreign persons or businesses.

Polaris Growth Management also advises several private funds. Namely, one private equity fund and ten venture capital funds.

Careers at Polaris Growth Management, LLC

The company employs 38 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Max Benjamin Eisenberg	General counsel and chief compliance officer	1 May 2018	Other	6468188
Harold Scot Friedman	Chief financial officer	1 May 2018	Other	6038860
Bryce David Youngren	Managing member	1 May 2018	75% - 100%	2191615
Lauren Elizabeth Crockett	General counsel and chief compliance officer	1 May 2019	Other	7128581

Based in Boston

The principal office where Polaris Growth Management, LLC performs its advisory services is located at One Marina Park Drive, Boston, MA 02210, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-290-0770 or by fax 781-290-0880. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at polarispartners.com/.