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POLEN CAPITAL CREDIT, LLC
CRD 108468 · SEC 801-55001
1075 MAIN STREET, SUITE 320, WALTHAM, MA, 02451, United States
Phone
781-283-8500
Fax
781-419-9180
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.13B
Discretionary AUM
$6.13B
Team
46 total employees; 28 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 9 | $919.8M |
| Pooled investment vehicles | 14 | $1.22B |
| Pension/profit sharing plans | 8 | $1.77B |
| Charitable organizations | 3 | $401.9M |
| State/municipal entities | 6 | $1.34B |
| Other investment advisers | 2 | $317.9M |
| Sovereign wealth funds | 1 | $163.1M |
| Corporations/business entities | 1 | $0 |
States served
DE, MA
All web addresses on file
Official SEC filing: View on IAPD