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POLEN CAPITAL MANAGEMENT, LLC
CRD 106093 · SEC 801-15180
1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 33431, United States
Phone
1-561-241-2425
Fax
1-561-241-2710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$24.06B
Discretionary AUM
$24.06B
Team
168 total employees; 22 advisory reps; 29 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1347 | $1.37B |
| Investment companies | 14 | $5.23B |
| Pooled investment vehicles | 18 | $3.78B |
| Pension/profit sharing plans | 22 | $1.69B |
| Charitable organizations | 42 | $437.2M |
| State/municipal entities | 26 | $1.65B |
| Other investment advisers | 85 | $8.82B |
| Corporations/business entities | 48 | $799.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD