Polar Capital (America) Corporation is a large advisory firm based in Darien. It manages $397.45 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2010.
Polar Capital (America) Corporation 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.
The assets under management (AUM) of Polar Capital (America) Corporation is $397.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 922% since the beginning of its operation, and $397.45 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Polar Capital (America) Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of John Bradbury Mansell is pooled investment vehicles with 2 clients and $397.45 million of assets under management. Among the 7 most similar advisory firms, Polar Capital (America) Corporation has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $397.45 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.
Polar Capital (America) Corporation also advises several private funds.
The company employs 4 people that are either part- or full-time employees. 75 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.
John Bradbury Mansell has been acting as President since 1 Oct 2010. Mary Martina Bruen joined the executive team most recently as the Company Director.
The principal office where Polar Capital (America) Corporation performs its advisory services is located at 10 Corbin Drive, Darien, CT 06820, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-604-1550 or by fax 203-604-1554. The normal business hours are 9.00am - 5.00pm on Monday - Friday. You can find more information about the New York firm at polarcapital.co.uk.