Clients
Polar Capital serves 35 clients, 25 of them pooled investment vehicles. The average client has about $1.24 billion with the firm.
- Pooled investment vehicles25 clients97%
- OtherInvestment companies, Other3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $297,913,923 | 0.7% | $149.0M |
| Pooled investment vehicles | 25 | $42,105,464,823 | 97.3% | $1.68B |
| Other | 8 | $853,665,348 | 2.0% | $106.7M |
| Total | 35 | $43,257,044,094 | 100% | $1.24B |
- Clients
- 2
- Regulatory AUM
- $297,913,923
- Share
- 0.7%
- Avg. per client
- $149.0M
- Clients
- 25
- Regulatory AUM
- $42,105,464,823
- Share
- 97.3%
- Avg. per client
- $1.68B
- Clients
- 8
- Regulatory AUM
- $853,665,348
- Share
- 2.0%
- Avg. per client
- $106.7M
Total
- Clients
- 35
- Regulatory AUM
- $43,257,044,094
- Share
- 100%
- Avg. per client
- $1.24B
What it does
Polar Capital provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and performance-based fees.
Polar Capital advises 4 private funds.
100.0% of assets ($43.26B across 34 accounts) are managed with discretion. 86% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks98%
- Cash2%
Custodians
Polar Capital has custody of $42.40B for 26 clients.
- All other custodians$43.26B100%
Ownership and leadership
Polar Capital Partners Limited owns 50% to 75% of Polar Capital, and Iain Evans is its CEO.
- Owns 50% to 75% of Polar Capital LLP
Polar Capital Partners Limited
Control person · since January 2001
- Owns 50% to 75% of Polar Capital Partners Limited
Polar Capital Holdings PLC
Control person · since January 2001
- Owns 5% to 10% of Polar Capital LLP
Nicholas Evans
Control person · since August 2010
- Owns 5% to 10% of Polar Capital LLP
Benjamin Rogoff
Control person · since August 2010
- Owns 5% to 10% of Polar Capital LLP
Xuesong Zhao
Control person · since March 2026
Leadership
- Iain EvansChief Executive Officer
- Nicholas FarrenChief Operating Officer
- Samir AyubFinance Director
- Alexander BlackChief Investment Officer
- Boura CannChief Legal and Compliance Officer
- Nicholas EvansPartner
- Benjamin RogoffPartner
- Xuesong ZhaoPartner
Staff
- 196 employees
- 56 in advisory functions
- 3 broker-dealer reps
Reported holdings
Polar Capital’s reported 13F holdings total $42.35B across 245 positions, and the ten largest make up 40.0% of it.
- $42.35B
- Reported 13F value
- 245
- Positions
- 40.0%
- In the 10 largest
- +50.4%
- Value vs. prior quarter
- Apple Inc.Call6.6%
- Nvidia Corporation6.5%
- Microsoft Corp.Call5.4%
- Alphabet Inc. · Cap Stk CL ACall4.7%
- Advanced Micro Devices Inc.3.9%
- Micron Technology Inc.3.3%
- Sandisk Corp.2.6%
- Lam Research Corp.2.4%
- Seagate Technology Hldngs PL2.2%
- Intel Corp.2.2%
Together, the ten largest are 40.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $42.35B is not its $43.26B in regulatory assets and does not represent any individual client's portfolio.
Fees
Polar Capital is paid through a percentage of assets under management and performance-based fees.
Polar Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Polar Capital has 6 offices, with 4 listed addresses across 3 states.
Florida · 1 listed address
- 1001 Water Street, Tampa
Georgia · 1 listed address
- Suite 100, Alpharetta
Rhode Island · 1 listed address
- Cic Providence, LLC 225, Providence
Choose a state to see its listed addresses.
Registration details
- Legal name
- Polar Capital LLP
- Headquarters
- 16 Palace Street, London, United Kingdom SW1E 5JD
- Phone
- 011442072272700
- SEC file
- 801-64644
- Structure
- limited liability partnership organized in United Kingdom
- Fiscal year end
- March
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Polar Capital have?
Polar Capital has 35 clients and manages $43.3 billion for them, as of June 2026. They include 25 pooled investment vehicles, 8 other clients and 2 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 June 2026
What services does Polar Capital offer?
Polar Capital provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Polar Capital have?
Polar Capital has 0 investment adviser representatives registered with state securities authorities, out of 196 employees, and 56 perform investment advisory functions. 3 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Polar Capital invest in?
At the end of its last fiscal year, Polar Capital’s separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Polar Capital?
Polar Capital is owned through a holding company by Polar Capital Holdings PLC. Its direct owners are Polar Capital Partners Limited (50% to 75%), Nicholas Evans (5% to 10%), Benjamin Rogoff (5% to 10%) and Xuesong Zhao (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 June 2026
How does Polar Capital get paid?
Polar Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file