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POLAR CAPITAL LLP, CRD 136133
LONDON
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-06-25 (filing); first seen by DFX 2026-09-15.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| POLAR CAPITAL FUNDS PLC - GLOBAL TECHNOLOGY FUND | Hedge Fund | $7.2B | Jun 28, 2024 | 334 | Mar 30, 2012 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- GLOBAL INSURANCE FUND | Hedge Fund | $2.9B | Jun 28, 2024 | 228 | Mar 30, 2012 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- BIOTECHNOLOGY FUND | Hedge Fund | $1.9B | Jun 28, 2024 | 270 | Jan 29, 2014 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- HEALTHCARE OPPORTUNITIES FUND | Hedge Fund | $1.7B | Jun 28, 2024 | 243 | Mar 30, 2012 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- EMERGING MARKET STARS FUND | Hedge Fund | $1.7B | Jun 28, 2024 | 133 | Jun 28, 2018 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- UK VALUE OPPORTUNITIES FUND | Hedge Fund | $997M | Jun 28, 2024 | 100 | Jan 30, 2017 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC - NORTH AMERICA FUND | Hedge Fund | $946M | Jun 28, 2024 | 123 | Mar 30, 2012 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- ARTIFICIAL INTELLIGENCE FUND | Hedge Fund | $751M | Jun 28, 2024 | 120 | Sep 15, 2017 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC - JAPAN FUND | Hedge Fund | $690M | Mar 2, 2020 | 153 | Mar 30, 2012 | dropped | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- GLOBAL CONVERTIBLE FUND | Hedge Fund | $590M | Jun 28, 2024 | 94 | Nov 27, 2013 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- UK ABSOLUTE EQUITY FUND | Hedge Fund | $582M | Aug 4, 2020 | 118 | Nov 26, 2014 | dropped | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- BIOTECHNOLOGY FUND | Hedge Fund | $509M | Jun 18, 2019 | 153 | Jun 18, 2019 | dropped | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- EUROPEAN EX UK INCOME FUND | Hedge Fund | $318M | Jun 28, 2024 | 57 | Jun 26, 2015 | reported | 021-42030 |
| POLAR CAPITAL EUROPEAN FORAGER FUND LIMITED | Hedge Fund | $311M | Jun 28, 2024 | 27 | Mar 30, 2012 | reported | 021-110797 |
| POLAR CAPITAL FUNDS PLC -- JAPAN VALUE FUND | Hedge Fund | $309M | Jun 28, 2024 | 119 | Feb 28, 2013 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- ASIAN STARS FUND | Hedge Fund | $293M | Jun 28, 2024 | 40 | Oct 17, 2018 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- SMART ENERGY FUND | Hedge Fund | $279M | Jun 28, 2024 | 60 | Oct 27, 2021 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- HEALTHCARE BLUE CHIP FUND | Hedge Fund | $273M | Jun 28, 2024 | 76 | Nov 26, 2014 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- GLOBAL ABSOLUTE RETURN FUND | Hedge Fund | $202M | Jun 28, 2024 | 37 | Feb 13, 2019 | reported | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- GLOBAL ALPHA FUND | Hedge Fund | $127M | Sep 15, 2017 | 12 | Feb 28, 2013 | dropped | 021-42030 |
| POLAR CAPITAL ALVA GLOBAL CONVERTIBLE FUND LIMITED | Hedge Fund | $69.9M | Jan 30, 2017 | 17 | Mar 30, 2012 | dropped | 021-150061 |
| POLAR CAPITAL FUNDS PLC -- EMERGING MARKETS GROWTH FUND | Hedge Fund | $64.4M | Sep 15, 2017 | 11 | Mar 30, 2012 | dropped | 021-42030 |
| POLAR CAPITAL FUNDS PLC -- FINANCIAL CREDIT FUND | Hedge Fund | $54.9M | Jun 28, 2024 | 48 | Mar 30, 2012 | reported | 021-42030 |
| POLAR CAPITAL EMERGING MARKET STARS TRUST | Hedge Fund | $54.1M | Jun 28, 2024 | 1 | Jun 25, 2020 | reported | 021-365122 |
| POLAR CAPITAL FUNDS PLC -- UK ABSOLUTE RETURN FUND | Hedge Fund | $50.6M | Nov 27, 2013 | 18 | Mar 30, 2012 | dropped | 021-42030 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AYUB, SAMIR | FINANCE DIRECTOR | Na | yes | 12/2019 | Mar 2, 2020 | Jun 28, 2024 |
| BLACK, ALEXANDER, THOMAS | CHIEF INVESTMENT OFFICER | Na | yes | 12/2019 | Mar 2, 2020 | Jun 28, 2024 |
| CANN, BOURA, KYM TOMLINSON | CHIEF LEGAL AND COMPLIANCE OFFICER | Na | yes | 11/2007 | Mar 30, 2012 | Jun 28, 2024 |
| EVANS, IAIN, DAVID WORTHINGTON | GLOBAL HEAD OF DISTRIBUTION | Na | yes | 12/2019 | Mar 2, 2020 | Jun 28, 2024 |
| EVANS, NICHOLAS, JAMES | Partner | A | yes | 08/2010 | Jun 30, 2023 | Jun 28, 2024 |
| FARREN, NICHOLAS, FRANCIS | CHIEF OPERATING OFFICER | Na | yes | 12/2019 | Mar 2, 2020 | Jun 28, 2024 |
| POLAR CAPITAL HOLDINGS PLC | Shareholder | D | yes | 01/2001 | Mar 30, 2012 | Jun 28, 2024 |
| POLAR CAPITAL PARTNERS LIMITED | Member | D | yes | 01/2001 | Mar 30, 2012 | Jun 28, 2024 |
| ROCHUSSEN, GAVIN, MARK | CHIEF EXECUTIVE OFFICER | Na | yes | 07/2017 | Jul 18, 2017 | Jun 28, 2024 |
| ROGOFF, BENJAMIN, CHARLTON | Partner | A | yes | 08/2010 | Jun 30, 2023 | Jun 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| POLAR CAPITAL (AMERICA) CORPORATION | n/a | Asset manager | $656M | N | yes | n/a |
| PHAEACIAN PARTNERS LLC | n/a | Former SEC adviser | $641M | N | yes | n/a |
| POLAR CAPITAL (EUROPE) SAS | n/a | n/a | n/a | N | yes | n/a |
| POLAR CAPITAL (SWITZERLAND) AG | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Zurich | n/a | Switzerland | 4 | no |
| Darien | Ct | United States | 3 | no |
| Alpharetta | Ga | United States | 1 | no |
| Madrid | n/a | Spain | 1 | no |
| Paris | n/a | France | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Jun 28, 2024 | $29B | $29B | 193 | 59 | 5 | 24 | $21B |
| 2023 | Jun 27, 2023 | $25B | $25B | 192 | 55 | 4 | 23 | $18B |
| 2022 | Jun 15, 2022 | $30B | $30B | 194 | 64 | 3 | 23 | $22B |
| 2021 | Jun 29, 2021 | $29B | $29B | 168 | 55 | 6 | 22 | $23B |
| 2020 | Jun 25, 2020 | $17B | $17B | 150 | 53 | 4 | 24 | $13B |
| 2019 | Jun 18, 2019 | $18B | $18B | 139 | 55 | 3 | 23 | $15B |
| 2018 | Jun 28, 2018 | $17B | $17B | 123 | 55 | 3 | 20 | $14B |
| 2017 | Jun 20, 2017 | $12B | $12B | 116 | 55 | n/a | 22 | $9.2B |
| 2016 | Jun 22, 2016 | $11B | $11B | 112 | 55 | n/a | 21 | $8.5B |
| 2015 | Jun 26, 2015 | $13B | $13B | 108 | 51 | n/a | 21 | $11B |
| 2014 | Jun 27, 2014 | $14B | $14B | 99 | 47 | n/a | 19 | $11B |
| 2013 | Jun 26, 2013 | $7.5B | $7.5B | 85 | 43 | n/a | 18 | $6.4B |
| 2012 | Jun 20, 2012 | $5.1B | $5.1B | n/a | n/a | n/a | 17 | $4.9B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $43B | $25B | 72.0% | $29B | 14.8% | 196 | 192 | 6 | 4 |