DFX Intelligence
Polaris Capital Management LLC
unclassified
unclassified
12 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
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 allocator
- American Electric Power System Retirement Plan Directed trusteethrough Dec 31, 2022
Schedule C rows
15 rows, $8.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan for Employees at Ornl | 2024 | 28 | NONE | $1.2M |
| American Electric Power System Retirement Plan | 2024 | 28 50 51 68 71 | NONE | $1.0M |
| Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute | 2024 | 27 28 51 | NONE | $473,598 |
+12 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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