POLYMATH INVESTMENTS LLC

POLYMATH INVESTMENTS LLC is an SEC-registered investment adviser (CRD 333348). Regulatory assets under management: $83.0M.

Registration

• CRD: 333348
• Type: Registered investment adviser
• Phone: 424-253-1222
• Latest filing: 2026-02-09
• Regulatory AUM: $83.0M
• Discretionary AUM: $56.0M
• Non-discretionary AUM: $27.0M
• Clients: 1
• Accounts: 320

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333348 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search