DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Polaris Capital Management LLC
unclassified
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
2 allocators
- The 2017 Employees' Pension Plan of Battelle Memorial Institute Investment adviser (plan)through Jun 30, 2023 Form 5500
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute Investment adviser (plan)through Jun 30, 2023 Form 5500
Other roles
1 allocators
- American Electric Power System Retirement Plan Directed trusteethrough Dec 31, 2022
Schedule C rows
15 rows, $8.4M direct compensation as filed
What changed
- Polaris Capital Management appears on American Electric Power System Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Polaris Capital Management LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe 2017 Employees' Pension Plan of Battelle Memorial InstitutePolaris Capital Management LLC no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)with Polaris Capital Management LLCaskebsa.dol.gov
- Polaris Capital Management no longer appears on Nationwide Retirement Plan - Account Balance's Schedule C as investment manager (plan year 2023 vs 2022)with Polaris Capital Management LLCaskebsa.dol.gov
- Polaris Capital Management, LLC no longer appears on Gannett Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Polaris Capital Management LLCaskebsa.dol.gov