SourcingSourcing

POLARIS GROWTH MANAGEMENT, LLC

C25
CRD 297431·SEC 801-113566·BOSTON, MA
AUM
$4.22B
$1B+
Est. Revenue
$42.2M
@ 1% on AUM
Est. EBITDA
$12.6M
@ 30% margin
Est. Deal Value
$101.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POLARIS GROWTH MANAGEMENT, LLC
CRD
297431
SEC file #
801-113566
EIN
—
DBA names
—

Economics

AUM
$4.22B
AUM band
$1B+
AUM trajectory
'20'26
$3.22B → $4.22B▲ +31%
Client mix
Pooled Investment Vehicles18

Operations

Employees (total)
51
Advisory staff (per ADV)
31
Advisory staff (5-yr trend)
'20'26
20 advisors → 31 advisors▲ +55%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
linkedin.com/company/polaris-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LOMBARD, DANIEL, MATTHEW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LOMBARD, DANIEL, MATTHEW
YOUNGREN, BRYCE, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:polarisgrowth.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley42
Jpmorgan28
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4961723
Trust Company Affiliate
No

People (4)

4
LOMBARD, DANIEL, MATTHEW
Direct Owner · 62.5%
4961723
YOUNGREN, BRYCE, DAVID
Direct Owner · 62.5%
2191615
CROCKETT, LAUREN, ELIZABETH
Executive Officer · 2.5%
7128581
FRIEDMAN, HAROLD, SCOT
Executive Officer · 2.5%
6038860