POLARIS GROUP TRUST

CIK: 0000889823·Pooled Investment Fund·Mount Pleasant, SC·Business Trust

Reported Sold

$41,134,790

Total Filings

18

Identified Offerings

1

Last Filed

Aug 5, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

Filing History

Amendment insights

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Comparable issuers

Company Info

Entity Type: Business Trust

View on SEC EDGAR

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Offering filing timeline

Aug 5, 2026Form D/A — Amendment

Reported sold: $41,134,790 · Target: Indefinite

Rule 506(b)·86 investors·Section 3(c), Section 3(c)(7)

Aug 5, 2025Form D/A — Amendment

Reported sold: $41,134,790 · Target: Indefinite

Rule 506(b)·86 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Aug 5, 2024Form D/A — Amendment

Reported sold: $41,088,579 · Target: Indefinite

Rule 506(b)·86 investors·Section 3(c), Section 3(c)(7)

Aug 3, 2023Form D/A — Amendment

Reported sold: $41,088,579 · Target: Indefinite

Rule 506(b)·86 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Aug 3, 2022Form D/A — Amendment

Reported sold: $41,069,372 · Target: Indefinite

Rule 506(b)·86 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Aug 3, 2021Form D/A — Amendment

Reported sold: $41,064,580 · Target: Indefinite

Rule 506(b)·86 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Aug 3, 2020Form D/A — Amendment

Reported sold: $39,744,488 · Target: Indefinite

Rule 506(b)·84 investors·Section 3(c), Section 3(c)(7)

Aug 1, 2019Form D/A — Amendment

Reported sold: $39,744,488 · Target: Indefinite

Rule 506(b)·84 investors·Section 3(c), Section 3(c)(7)

Aug 1, 2018Form D/A — Amendment

Reported sold: $39,744,488 · Target: Indefinite

Rule 506(b)·84 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Aug 1, 2017Form D/A — Amendment

Reported sold: $39,442,232 · Target: Indefinite

Rule 506(b)·84 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Aug 1, 2016Form D/A — Amendment

Reported sold: $39,180,567 · Target: Indefinite

Rule 506(b)·83 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Jul 17, 2015Form D/A — Amendment

Reported sold: $38,009,692 · Target: Indefinite

Rule 506(b)·79 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Jul 17, 2014Form D/A — Amendment

Reported sold: $37,739,202 · Target: Indefinite

Rule 506(b)·79 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Exemptions

Jul 17, 2013Form D/A — Amendment

Reported sold: $35,460,691 · Target: Indefinite

Rule 506·77 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Jul 11, 2012Form D/A — Amendment

Reported sold: $29,202,012 · Target: Indefinite

Rule 506·73 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Jul 12, 2011Form D/A — Amendment

Reported sold: $28,476,760 · Target: Indefinite

Rule 506·73 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Non-accredited investors, Exemptions

Jul 12, 2010Form D/A — Amendment

Reported sold: $26,255,865 · Target: Indefinite

Rule 506·69 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Jul 17, 2009Form D — New notice

Reported sold: $23,163,708 · Target: Indefinite

Rule 506·62 investors·Section 3(c), Section 3(c)(1)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

86

Revenue Range

—

Reported commissions across identified offerings

$0

Amendment Rate

94%

Latest reported sold across 1 identified offering

$41,134,790

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

JC

John C. Pernell, Jr.

Related Person

Appears on 7 filings

PI

Polaris Investment Partners, Inc.

Related Person

Appears on 7 filings

JC

John C. Pernell, Jr.

Related Person

Appears on 7 filings

TT

TMI Trust Company

Related Person

Appears on 6 filings

-T

-- TMI Trust Company

Related Person

Appears on 5 filings

PI

Polaris Investment Partners, Inc.

Related Person

Appears on 4 filings

MH

Martha Hamilton

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Aug 5, 2026	Amendment	Indefinite	$41,134,790	86
Aug 5, 2025	Amendment	Indefinite	$41,134,790	86
Aug 5, 2024	Amendment	Indefinite	$41,088,579	86
Aug 3, 2023	Amendment	Indefinite	$41,088,579	86
Aug 3, 2022	Amendment	Indefinite	$41,069,372	86
Aug 3, 2021	Amendment	Indefinite	$41,064,580	86
Aug 3, 2020	Amendment	Indefinite	$39,744,488	84
Aug 1, 2019	Amendment	Indefinite	$39,744,488	84
Aug 1, 2018	Amendment	Indefinite	$39,744,488	84
Aug 1, 2017	Amendment	Indefinite	$39,442,232	84
Aug 1, 2016	Amendment	Indefinite	$39,180,567	83
Jul 17, 2015	Amendment	Indefinite	$38,009,692	79
Jul 17, 2014	Amendment	Indefinite	$37,739,202	79
Jul 17, 2013	Amendment	Indefinite	$35,460,691	77
Jul 11, 2012	Amendment	Indefinite	$29,202,012	73
Jul 12, 2011	Amendment	Indefinite	$28,476,760	73
Jul 12, 2010	Amendment	Indefinite	$26,255,865	69
Jul 17, 2009	New	Indefinite	$23,163,708	62