POLARIS ASSET MANAGEMENT, LLC

POLARIS ASSET MANAGEMENT, LLC of SUGAR HILL, GA is an SEC-registered investment adviser (CRD 322084). Regulatory assets under management: $12.2M.

Registration

• CRD: 322084
• Type: Registered investment adviser
• Location: 1400 BUFORD HWY NE, SUGAR HILL, GA, 30518
• Phone: (678) 333-5626
• Latest filing: 2026-01-26
• Regulatory AUM: $12.2M
• Discretionary AUM: $5.2M
• Non-discretionary AUM: $7.0M
• Clients: 1
• Accounts: 69

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322084 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search