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BH

Bernard R. Horn

POLARIS CAPITAL MANAGEMENT
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 2149595
BH

Professional summary

Bernard Robert Horn JR is a registered financial advisor currently at POLARIS CAPITAL MANAGEMENT, LLC located in Boston, Massachusetts.

Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Bernard has worked at 2 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Robert Horn JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 22, 1995 - Present

POLARIS CAPITAL MANAGEMENT, LLC

Office #1: 125 Summer Street Suite 1220, Boston, MA 02110
RIA
CRD#: 106278
BOSTON, MA
Past

July 19, 1991 - October 9, 1992

FREEDOM DISTRIBUTORS CORPORATION

BD
CRD#: 19434

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
POLARIS CAPITAL MANAGEMENT, LLC
POLARIS CAPITAL MANAGEMENT INC | POLARIS CAPITAL MANAGEMENT, LLC

CRD#: 106278 / SEC#: 801-43216

RIA
Registered Investment Advisory firm - (2/3/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(8/22/1995)

Exams

General Industry/Product Exam
RR
Series 7
Date: 7/18/1991
General Securities Representative Examination

Current Firm

PC
POLARIS CAPITAL MANAGEMENT, LLC
POLARIS CAPITAL MANAGEMENT INC | POLARIS CAPITAL MANAGEMENT, LLC

CRD#: 106278 / SEC#: 801-43216

RIA
Registered Investment Advisory firm - (2/3/1993 Approved)
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Contact information

Main Address
121 High Street, Boston, MA 02110-2475
Mailing Address
Phone number
(617) 951-1365
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2 A&B (3/28/2025)

Regulatory assets under management

Total Number of Accounts32
AUM (Assets Under Management)$ 8,901,029,329

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

POLARIS CAPITAL MANAGEMENT, LLC

CRD#: 106278Boston, MA 02110

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