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Polaris Advantage

Overview
Investment Highlights
Management
Team
Documents

Polaris Advantage Asset Management

Confidential Offering Teaser | Series 2026-1 | April 2026

A Unique Value Proposition in the Debt Markets

The Polaris Advantage Issuing Trust is a purpose-built vehicle providing qualified investors differentiated exposure to a curated portfolio of bonds and debt instruments undergoing restructuring.

The Trust

A purpose-built vehicle giving qualified investors differentiated exposure to a curated portfolio of bonds and debt instruments undergoing restructuring.

Proprietary Strategy

Structuring methodologies
Claims-enhancement techniques
Workout playbooks

Designed to position the Trust to realize restructuring proceeds in excess of the stated face value of the underlying bonds.

The Combination

The structure pairs asymmetric upside participation with contractually-supported downside protection — a pairing not typically available to institutional debt investors.

At a glance

Differentiated exposure

Access to restructuring debt situations rarely open to individual qualified investors.

Upside above par

Participation in proceeds realized in excess of stated face value, via an 80 / 20 profit split.

Downside support

A par-value floor mechanic backed by an $80mm structured receivable from an affiliated counterparty.

Tax-aware design

Trust structure seeks pass-through treatment of bad-debt expense and cancellation-of-indebtedness income.

Strictly Private & Confidential. For informational purposes only; not an offer to sell or a solicitation to buy any security. Any offer is made only by a confidential Private Placement Memorandum. Past performance is not indicative of future results.

Polaris Advantage Asset Management, Inc.

Meet the Team

Maxwell Cohen

Chief Credit Officer & Head of Underwriting

Brings more than a decade of institutional credit experience across asset-based finance, special situations, and leveraged transactions. As Director of Underwriting at a prominent family office (2019–2025), he originated and underwrote in excess of $1 billion of financing facilities and built the firm's diligence framework. Prior roles include Chief Credit Officer at an asset-based lending platform and Director of Underwriting at an institutional funding group (~$2 billion underwritten cumulatively). He currently advises ultra-high-net-worth clients on multi-hundred-million-dollar structured transactions through affiliated advisory platforms.

View LinkedIn Profile

Series 2026-1 | Polaris Advantage Issuing Trust

Investment Highlights

Proprietary Restructuring IP

Access to a proprietary body of debt-related intellectual property — structuring, claims-enhancement, and workout techniques designed to unlock restructuring proceeds in excess of the stated face value of the underlying bonds.

Asymmetric Return Profile

Participation in potential upside from successful debt restructurings, with an 80 / 20 profit split for any returns above par recovery.

Contractual Downside Support

A par-value floor mechanic supported by an $80mm structured receivable provided by an affiliated credit counterparty, with the aim of materially mitigating principal risk.¹

Tax-Advantaged Structure

Trust design seeks to provide pass-through of bad-debt expense and cancellation-of-indebtedness income, reviewed by external debt and tax counsel.

Institutional Execution

Sponsored and managed by Polaris Advantage together with an affiliated asset management platform, with documented execution history across the underlying strategy.²

¹ This arrangement is intended to provide potential downside support; however, it is subject to the creditworthiness of the counterparty among other risks and does not eliminate the risk of loss. ² Additional information available upon request. Past performance is not indicative of future results.

Investment Type: Invest market
Offering Type: Reg D 506b
Funding Goal: $111,000,000
Initial Amount Raised: $0
Minimum Investment Amount: $10,000

CAPITAL STACK

Total

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Polaris Advantage Asset Management, Inc.

Management & Underwriting

Lead Credit Executive

Chief Credit Officer & Head of Underwriting

Brings more than a decade of institutional credit experience across asset-based finance, special situations, and leveraged transactions. He currently advises ultra-high-net-worth clients on multi-hundred-million-dollar structured transactions through affiliated advisory platforms.

Track Record

$1B+

Financing facilities originated & underwritten

~$2B

Cumulatively underwritten across roles

10+ yrs

Institutional credit experience

Experience

Director of Underwriting — prominent family office (2019–2025). Originated and underwrote in excess of $1 billion of financing facilities and built the firm's diligence framework.
Chief Credit Officer — asset-based lending platform.
Director of Underwriting — institutional funding group (~$2 billion underwritten cumulatively across roles).
Analyst — middle-market fund management firm.

Sponsored and managed by Polaris Advantage together with an affiliated asset management platform, with documented execution history across the underlying strategy. Additional information available upon request.

Project Title	Document Title	Action
Polaris Advantage	Private Placement Memorandum - POLARIS	View
Polaris Advantage	Organizational Consents Executed - POLARIS	View
Polaris Advantage	Subscription Agreement - POLARIS	View
Polaris Advantage	Polaris Advantage Asset Management - Bylaws	View

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Investment Summary

Issuer : Polaris Advantage Issuing Trust
Sponsor : Polaris Asset Management, Inc.
Series : 2026-1
Offering Size : $111mm (targeted)
Security : Trust Beneficial Interests
Profit Split : 80% Investor / 20% Sponsor
Downside : Par-value floor
Eligibility : Qualified Purchasers
Target Close : May 2026
Counsel : Leading debt & tax counsel

Polaris Advantage - Series 2026-1 Teaser

Documents

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Polaris Advantage

A Unique Value Proposition in the Debt Markets