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AS

Adarsh Shyamsundar

POLARIS CAPITAL MANAGEMENT LLC
El Dorado Hills, CA
Some features on this profile are disabled
CRD#: 7477000
AS

Professional summary

Adarsh Shyamsundar is a registered financial advisor currently at POLARIS CAPITAL MANAGEMENT LLC located in El Dorado Hills, California.

Adarsh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Adarsh has worked at 1 firm and has passed the Series 65 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.
Adarsh Shyamsundar is currently employed as a Senior Manager at Micron Technology Inc located in Folsom, California, and is not investment-related. He has worked for Micron Technology since 03/2010. In his role as a Senior Manager, Adarsh is responsible for delivering memory products (semiconductor chips) that meet customer requirements and quality. This involves managing a team that designs and develops the testing requirements and software to test these semiconductor products. This activity accounts for approximately 75% of his time of which 30 hours a week are during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adarsh Shyamsundar's 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

January 24, 2022 - Present

POLARIS CAPITAL MANAGEMENT LLC

RIA
CRD#: 317994
El Dorado Hills, CA

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
California
(1/24/2022)
IAR
Texas
(8/22/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/14/2021
Uniform Investment Adviser Law Examination

Current Firm

PC
POLARIS CAPITAL MANAGEMENT LLC
POLARIS CAPITAL MANAGEMENT LLC

CRD#: 317994 / SEC#:

California
Registered Investment Advisory firm - (1/24/2022 Approved)
Texas
Registered Investment Advisory firm - (8/16/2023 Conditional Restricted)
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Contact information

Main Address
El Dorado Hills, CA
Mailing Address
Phone number
(916) 390-3317
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts36
AUM (Assets Under Management)$ 8,086,672

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#: 317994El Dorado Hills, CA

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