Private fund adviser · Toronto, Canada
Polar Asset Management Partners Inc.
SEC-registered investment adviser · CRD 162681 · SEC 801-120867
At a glance
Polar Asset Management Partners Inc. is an SEC-registered investment adviser based in Toronto, Canada, with $37.9 billion in regulatory assets under management as of its Form ADV filed June 29, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 206th of 4,686 private fund advisers and 543rd of 17,210 SEC-registered advisers by assets.
Main office 416-367-4364polaramp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $38B
- Rank among private fund advisers
- #206 of 4,686
- Rank among all SEC RIAs
- #543 of 17,210
- Clients
- 19
- Accounts
- 20
- Discretionary
- 100% of AUM
- Employees
- 164
- Advisory staff
- 66
- Offices
- 7
Owners and executives on its Form ADV
- John P. SabourinChairman, Chief Investment Officer, Director
- Richard G. LemaichChief Executive Officer, President, Director
- Andrew M. MaChief Compliance Officer
- Richard S. PumaChief Operating Officer, Chief Financial Officer, Director
- Elisabeth S SummersGeneral Counsel
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 19 | $38B | 100% |
| Pension and profit sharing plans | – | $96M | <1% |
Private funds
Polar Asset Management Partners Inc. reports 4 private funds with $37B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Polar Asset Management Partners Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗polaramp.com ↗
AtlasMembers
The full record on Polar Asset Management Partners Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 450 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Polar Asset Management Partners Inc. manage?
Polar Asset Management Partners Inc. reports $37.9 billion in regulatory assets under management across 20 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 29, 2026.
What kind of firm is Polar Asset Management Partners Inc.?
Polar Asset Management Partners Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Polar Asset Management Partners Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($37.8 billion, 19 clients); pension and profit sharing plans ($96 million).
Does Polar Asset Management Partners Inc. manage private funds?
Yes. It reports 4 private funds with $37.0 billion in gross assets, including hedge funds.
Does Polar Asset Management Partners Inc. have any disciplinary history?
Polar Asset Management Partners Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Polar Asset Management Partners Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →