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| Polen Capital CLO Management LLC
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|
|
|---|---|
| CRD # | 330470 |
| SEC # | 801-129899 |
| CIK # | |
| AUM | $157.2 M (2025-03-27) |
| Employees | 48 (48% Investors, 12% Brokers) |
| Phone | 781-283-8500 |
| Address | 1075 Main Street, Suite 320 Waltham, MA 02451 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| SA | Polen Capital CLO 2025-1 Ltd | 2025-03-27 | 157.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 157.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 157.2 |
| By Discretionary | ||
| Discretionary | 1 | 157.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 157.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 157.2 | |
| United States Persons | 0.0 | |
| Total | 1 | 157.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
10X Capital Partners LLC
✚
|
NY | 0.3 |
|
Outcome Driven Strategies LLC
✚
|
MD | 0.2 |
|
Mount Street Portfolio Advisers LLC
✚
|
NY | 0.2 |
|
Jackson Avenue LLC
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|
0.2 | |
|
Rule Advisors LLC
✚
|
WA | 0.1 |
|
IH2 Advisors & Company
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|
DE | 0.1 |
|
ROC Partners US LLC
✚
|
0.1 | |
|
Swan Wealth Advisors LLC
✚
|
CO | 0.1 |
|
IQCIO LLC
✚
|
NY | 0.1 |
|
Investall Inc
✚
|
NY | 0.1 |