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CRD 106278
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BERNARD ROBERT HORN | n/a | BOSTON, MA | 31 | 31 | n/a | no |
| SUMANTA BISWAS | Chartered Financial Analyst | BOSTON, MA | 17 | 24 | n/a | no |
| BIN XIAO | Chartered Financial Analyst | BOSTON, MA | 13 | 20 | n/a | no |
| JASON M CRAWSHAW | n/a | BOSTON, MA | 11 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| POLARIS CAPITAL INTERNATIONAL VALUE LIMITED PARTNERSHIP | Other Private Fund | $173M | Mar 28, 2024 | 27 | Mar 26, 2012 | reported | 021-91642 |
| THRIFT INVESTORS LIMITED PARTNERSHIP | Other Private Fund | $29.4M | Mar 28, 2024 | 21 | Mar 26, 2012 | reported | 021-172762 |
| THE CHEYENNE FUND, A MASSACHUSETTS LIMITED PARTNERSHIP | Other Private Fund | $27.3M | Mar 28, 2024 | 18 | Mar 26, 2012 | reported | 021-92366 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HORN, BERNARD, ROBERT | Member | E | yes | 12/2007 | Mar 26, 2012 | Mar 28, 2024 |
| HORN, BERNARD, ROBERT | PRESIDENT/TREASURER | Na | yes | 04/1995 | Mar 26, 2012 | Mar 28, 2024 |
| POLARIS CAPITAL MANAGEMENT HOLDINGS, LLP | LIMITED LIABILITY PARTNERSHIP | E | yes | 12/2007 | Feb 24, 2015 | Mar 28, 2024 |
| BISWAS, SUMANTA | VICE PRESIDENT, PORTFOLIO MANAGER | A | no | 09/2005 | Mar 26, 2012 | Mar 28, 2024 |
| CRAWSHAW, JASON, M | EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER | Na | no | 01/2016 | Mar 2, 2017 | Mar 28, 2024 |
| FITZSIMMONS, KELLY, MARIE | OUTSIDE PR | Na | no | 12/2009 | Mar 26, 2012 | Mar 28, 2024 |
| HORN-SNYDER, ALEXIS | Member | Na | no | 01/2022 | Feb 22, 2022 | Mar 28, 2024 |
| HORN, LORRAINE, B | BOARD OF MANAGERS | Na | no | 06/2004 | Mar 26, 2012 | Mar 28, 2024 |
| HORN, SAMUEL, J. | SENIOR INVESTMENT ANALYST | Na | no | 01/2022 | Feb 22, 2022 | Mar 28, 2024 |
| JACOBS, KATHLEEN, S. | CORPORATE SECRETARY/VICE PRESIDENT/BUSINESS MANAGER/DIRECTOR OF HR | Na | no | 12/2006 | Mar 26, 2012 | Mar 28, 2024 |
| KIM, KENNETH, D. | SENIOR INVESTMENT ANALYST | Na | no | 01/2022 | Feb 22, 2022 | Mar 28, 2024 |
| MAITAI, BERNARD, K | BUSINESS DEVELOPMENT AND RELATIONSHIP MANAGER | Na | no | 01/2013 | Mar 2, 2017 | Mar 28, 2024 |
| MCLEOD, CHRISTOPHER, K. | BOARD OF MANAGERS | Na | no | 06/2004 | Mar 26, 2012 | Mar 28, 2024 |
| MURRAY, ELIZABETH, SOULE | CHIEF COMPLIANCE OFFICER | Na | no | 01/2022 | Feb 22, 2022 | Mar 28, 2024 |
| MYER, JOHN, A. | BOARD OF MANAGERS | Na | no | 10/2021 | Feb 22, 2022 | Mar 28, 2024 |
| RAMIREZ, ROBERTO, E. | CHIEF FINANCIAL OFFICER | Na | no | 12/2017 | Feb 13, 2018 | Mar 28, 2024 |
| ROGERS, ERIN, MICHAELA | SENIOR CLIENT SERVICE ASSOCIATE | Na | no | 01/2024 | Mar 28, 2024 | Mar 28, 2024 |
| SUTANTO, ANDRY, A | CHIEF TECHNOLOGY OFFICER | Na | no | 12/2010 | Mar 26, 2012 | Mar 28, 2024 |
| XIAO, BIN | VICE PRESIDENT, PORTFOLIO MANAGER | Na | no | 12/2012 | Apr 2, 2014 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 30, 2026 | $5.5B | $5.5B | 18 | 10 | 1 | 3 | n/a |
| 2024 | Mar 28, 2025 | $8.9B | $8.9B | 18 | 10 | 0 | 3 | n/a |
| 2023 | Mar 28, 2024 | $12B | $12B | 20 | 9 | 0 | 3 | $230M |
| 2022 | Mar 27, 2023 | $12B | $12B | 21 | 8 | 0 | 3 | $206M |
| 2021 | Feb 22, 2022 | $16B | $16B | 19 | 9 | 0 | 3 | $256M |
| 2020 | Feb 1, 2021 | $14B | $14B | 18 | 8 | 0 | 3 | $228M |
| 2019 | Mar 13, 2020 | $14B | $14B | 17 | 9 | 0 | 3 | $243M |
| 2018 | Feb 27, 2019 | $12B | $11B | 17 | 9 | 1 | 3 | $188M |
| 2017 | Feb 16, 2018 | $12B | $12B | 18 | 9 | 1 | 3 | $219M |
| 2016 | Mar 2, 2017 | $7.9B | $7.9B | 14 | 8 | n/a | 3 | $216M |
| 2015 | Feb 17, 2016 | $6.7B | $6.7B | 12 | 7 | n/a | 3 | $195M |
| 2014 | Feb 24, 2015 | $5.6B | $5.6B | 13 | 6 | n/a | 3 | $135M |
| 2013 | Mar 27, 2014 | $4.4B | $4.4B | 13 | 6 | n/a | 3 | $122M |
| 2012 | Mar 26, 2013 | $5.6B | $5.6B | 11 | 5 | n/a | 3 | $90.5M |
| 2011 | Mar 26, 2012 | $3.7B | $3.7B | n/a | n/a | n/a | 3 | $71.8M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.5B | $8.9B | -38.7% | $12B | -24.0% | 18 | 18 | 1 | 0 |