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POLYMATH INVESTMENTS LLC

Advisory

CA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in CA
#2,978
of 5,480 advisers by AUM
Average account
$259K
across 320 accounts
AUM per adviser
$83M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM
$83M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$83M
Discretionary AUM$56M
Non-Discretionary AUM$27M
Discretionary %67.5%
Total Clients46
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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