Sumanta Biswas

POLARIS CAPITAL MANAGEMENT

BOSTON, MA 02110-2475

Some features on this profile are disabled

CRD#: 5296511

Professional summary

Sumanta Biswas, CFA is a registered financial advisor currently at POLARIS CAPITAL MANAGEMENT, LLC located in Boston, Massachusetts.

Sumanta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Sumanta has worked at 1 firm .

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 Sumanta Biswas'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®

CFA

Chartered Financial Analyst

Experience

Current

January 8, 2009 - Present

POLARIS CAPITAL MANAGEMENT, LLC

Office #1: 121 High Street, Boston, MA 02110-2475

RIA

CRD#: 106278

BOSTON, MA

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".

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
(1/8/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (1 States and Territories)

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 Accounts	32
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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sumanta Biswas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sumanta Biswas's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLARIS CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

POLARIS CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

POLARIS CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POLARIS CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors