Polar Capital Llp
- Regulatory AUM
- $43.3B
- Discretionary
- $43.3B
- Clients
- 35
- Avg AUM / client
- $1.2B
- Accounts
- 34
- Employees
- 196
AUM over time
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | Fewer than 5 clients | — | — |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Investment companies | 2 | $298M | 0.69% |
| Pooled investment vehicles (non-investment companies) | 25 | $42.1B | 97.3% |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
| Other | 8 | $854M | 1.97% |
Private funds (24)
View all →Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $20.9B combined gross assets
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cann, Boura, Kym Tomlinson | Chief Legal And Compliance Officer | Nov 2007 (19y) | Less than 5% | |
| Evans, Nicholas, James | Partner | Aug 2010 (16y) | 5% – 10% | |
| Rogoff, Benjamin, Charlton | Partner | Aug 2010 (16y) | 5% – 10% | |
| Rochussen, Gavin, Mark | Chief Executive Officer | Jul 2017 (9y) | Less than 5% | |
| Ayub, Samir | Finance Director | Dec 2019 (7y) | Less than 5% | |
| Black, Alexander, Thomas | Chief Investment Officer | Dec 2019 (7y) | Less than 5% | |
| Evans, Iain, David Worthington | Global Head Of Distribution | Dec 2019 (7y) | Less than 5% | |
| Farren, Nicholas, Francis | Chief Operating Officer | Dec 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Polar Capital Partners Limited | Member | Jan 2001 | A | 50% – 75% |
| Polar Capital Holdings Plc | Shareholder | Jan 2001 | B | ≈ 25% – 56.25% via Polar Capital Partners Limited |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Polar Capital Holdings Plc: 50% – 75% of Polar Capital Partners Limited × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (24, $20.9B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1.94 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗