POLARIS GROWTH MANAGEMENT, LLC

Adviser information for POLARIS GROWTH MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 50
Investment Advisory/Research 31
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 15 $4.5B
Non-Discretionary 0 $0
Total 15 $4.5B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 15 $4.5B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMCARRIED INTEREST

Identifiers

SEC RIA File Number 801-113566
SEC ERA File Number 801-113566
SEC CIK Numbers None
SEC CRD Numbers 297431
Legal Entity Identifier None

Principal Office

ONE MARINA PARK DRIVE
8TH FLOOR
BOSTON
MA
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 781-290-0770, Fax: 781-290-0880

Chief Compliance Officer

LAUREN CROCKETT
GENERAL COUNSEL
ONE LETTERMAN DRIVE
BUILDING C, SUITE C3600
SAN FRANCISCO
CA
United States
Tel: 415-523-8313
(Full email address available in API data)

Industry Affiliates

LS POLARIS INNOVATION FUND GP, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS GROWTH FUND GP I, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS GROWTH FUND GP II, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS HEALTHCARE TECHNOLOGY OPPORTUNITIES FUND GP, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS INNOVATION FUND GP II, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS MANAGEMENT CO. VII (AIV), L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS MANAGEMENT CO. VII, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS PARTNERS GP IX, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS PARTNERS GP VIII (AIV), L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS PARTNERS GP VIII, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS PARTNERS GP X, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS VENTURE MANAGEMENT CO. IV, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS VENTURE MANAGEMENT CO. V, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
POLARIS VENTURE MANAGEMENT CO. VI, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
LS POLARIS INNOVATION FUND, L.P. Venture Capital Fund $95.1M $0.0M 33
PGF SPV-A, L.L.C. Private Equity Fund $9.0M $0.0M 5
POLARIS GROWTH FUND I, L.P. Private Equity Fund $330.3M $0.0M 39
POLARIS GROWTH FUND II, L.P. Private Equity Fund $310.2M $0.0M 77
POLARIS HEALTHCARE TECHNOLOGY OPPORTUNITIES FUND, L.P. Venture Capital Fund $74.6M $0.0M 11
POLARIS INNOVATION FUND II, L.P. Venture Capital Fund $103.6M $0.0M 22
POLARIS PARTNERS IX, L.P. Venture Capital Fund $476.7M $0.0M 69
POLARIS PARTNERS VII, L.P. Venture Capital Fund $785.5M $0.0M 47
POLARIS PARTNERS VIII, L.P. Venture Capital Fund $696.0M $0.0M 48
POLARIS PARTNERS X, L.P. Venture Capital Fund $375.7M $0.0M 91
POLARIS VENTURE PARTNERS ENTREPRENEURS FUND IV, L.P. Venture Capital Fund $0.3M $0.0M 39
POLARIS VENTURE PARTNERS ENTREPRENEURS FUND V, L.P. Venture Capital Fund $14.9M $0.0M 25
POLARIS VENTURE PARTNERS IV, L.P. Venture Capital Fund $17.4M $0.0M 106
POLARIS VENTURE PARTNERS V, L.P. Venture Capital Fund $773.1M $0.0M 113
POLARIS VENTURE PARTNERS VI, L.P. Venture Capital Fund $396.0M $0.0M 63

Control Persons

Name Type Entity Title Since Ownership
FRIEDMAN, HAROLD, SCOT Individual CHIEF FINANCIAL OFFICER 05/2018 < 5%
YOUNGREN, BRYCE, DAVID Individual MANAGING MEMBER 05/2018 > 75%
CROCKETT, LAUREN, ELIZABETH Individual GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 05/2019 < 5%

No. Employees, Historic

50250201920202021202220232024202538 on 5/29/201938 on 5/30/201938 on 9/10/201945 on 3/27/202045 on 6/5/202041 on 3/29/202141 on 4/12/202141 on 4/26/202141 on 3/30/202246 on 3/30/202346 on 1/18/202450 on 3/28/2024

RAUM, Historic

5B3B020192020202120222023202420253223689177 on 5/29/20193223689177 on 5/30/20193223689177 on 9/10/20193576154414 on 3/27/20203571457444 on 6/5/20203991941723 on 3/29/20213991941723 on 4/12/20213989235873 on 4/26/20214578173585 on 3/30/20224584396069 on 3/30/20234584396069 on 1/18/20244458493030 on 3/28/2024

No. Clients, Historic

20100201920202021202220232024202511 on 5/29/201911 on 5/30/201911 on 9/10/201912 on 3/27/202012 on 6/5/202013 on 3/29/202113 on 4/12/202113 on 4/26/202114 on 3/30/202217 on 3/30/202317 on 1/18/202415 on 3/28/2024