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advised by POLARIS INVESTMENT PARTNERS, INC
Texas, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Sep 12, 2018 | $3.1M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Aug 8, 2018 | $3.1M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| May 23, 2018 | $2.9M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Mar 27, 2018 | $2.9M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Sep 29, 2017 | $8.4M | 10 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Aug 7, 2017 | $8.4M | 10 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Jun 6, 2017 | $8.4M | 10 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Mar 31, 2017 | $8.4M | 10 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Jul 27, 2016 | $68.0M | 7 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| May 6, 2016 | $68.0M | 7 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Mar 29, 2016 | $68.0M | 7 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Dec 9, 2015 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Oct 27, 2015 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Jul 9, 2015 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Mar 31, 2015 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Jan 13, 2015 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Dec 3, 2014 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Oct 2, 2014 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| May 30, 2014 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Apr 3, 2014 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Mar 28, 2014 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Mar 24, 2014 | $6.2M | 11 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Oct 21, 2013 | $3.3M | 14 | $92,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Sep 4, 2013 | $3.3M | 14 | $92,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Jul 30, 2013 | $3.3M | 14 | $92,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| May 21, 2013 | $3.3M | 14 | $92,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Apr 1, 2013 | $3.3M | 14 | $92,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Apr 1, 2013 | $3.3M | 14 | $92,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Jan 16, 2013 | $1.8M | 14 | $250,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Jul 11, 2012 | $1.7M | 12 | $9,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Mar 30, 2012 | $1.7M | 12 | $9,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Mar 30, 2012 | $1.7M | 12 | $9,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Mar 30, 2012 | $1.7M | 12 | $9,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Mar 30, 2012 | $1.7M | 12 | $9,000 | 0.0% | yes | POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| TMI TRUST COMPANY | TMI TRUST COMPANY | Atlanta | Georgia | United States | no | n/a |