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Polar Investment Counsel, Inc. (Thief River Falls)


Polar Investment Counsel, Inc. is a large advisory firm based in Thief River Falls. It manages $91.58 million of regulatory assets for 276 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arkansas, Colorado, Illinois, Minnesota, and Wisconsin.

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Polar Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as futures introducing broker.

Polar Investment Counsel: assets under management

The assets under management (AUM) of Polar Investment Counsel, Inc. is $91.58 million. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.96 million in discretionary accounts and $78.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.96 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $285.87 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Polar Investment Counsel, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Joanne Lynn Cramer Shareholder 1 Dec 1998 25% - 50% 2321956
Michael Charles Jordan Shareholder 1 Dec 1998 50% - 75% 262088
Michael Charles Jordan Shareholder 1 Jul 2012 25% - 50% 262088
Sherry Lynn Abbott Shareholder 1 Jul 2012 25% - 50% 4514120

Based in Thief River Falls

The principal office where Polar Investment Counsel, Inc. performs its advisory services is located at 19547 210 Th Ave Ne, Thief River Falls, MN 56701, which is also the mailing address of the firm. An additional office of the firm is in Burlington, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 218-681-7344 or by fax 218-681-1329. The normal business hours are 9am-3pm on Monday - Friday. You can find more information about the New York firm at www.polarinvest1.com.


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