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| Polen Capital Credit LLC
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| CRD # | 108468 |
| SEC # | 801-55001 |
| CIK # | 0001010422 |
| AUM | $7.4 B (2025-05-06) |
| Employees | 48 (48% Investors, 12% Brokers) |
| Phone | 781-283-8500 |
| Address | 1075 Main Street Waltham, MA 02451 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Polen Capital CLO Employee Holdings LLC | [2025-03-27] | 23.5 | 23.2 |
| Other | Polen Capital CLO Equity Partners Fund LP | [2025-03-27] | 20.0 | 43.2 |
| Other | Polen Capital Funds LLC - Polen Capital Floating Rate Loan Fund | [2023-03-30] | 10.5 | 10.5 |
| Other | Polen Capital Funds LLC - Polen Capital Opportunistic High Yield Fund | [2023-03-30] | 16.9 | 16.9 |
| Other | Polen Capital Funds LLC - Polen Capital US High Yield Fund | [2023-03-30] | 4.0 | 4.3 |
| Other | DDJ Capital Management Group Trust - DDJ Custom High Yield Fund 2017 | 2018-03-28 | 207.6 | |
| HF | DDJ ARVO High Yield Fund LP | [2014-03-27] | 130.8 | 248.6 |
| Other | DDJ Capital Management Group Trust - High Yield Investment Fund | 2014-03-27 | 325.9 | |
| HF | DDJ/TAF Strategic Income Fund LP | [2014-03-27] | 10.0 | 99.6 |
| Other | DDJ Institutional High Yield Fund LP | [2013-03-28] | 7.4 | 8.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 10 | 0.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 1.1 |
| (g) Pension and profit sharing plans | 9 | 2.7 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 7 | 1.3 |
| (j) Other investment advisers | 3 | 0.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.2 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 48 | 7.4 |
| By Discretionary | ||
| Discretionary | 48 | 7.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 48 | 7.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 4.6 | |
| Total | 48 | 7.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001010422] | |
| 4 | [0001010422] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Polen Credit Opportunities Fund | |
| Polen Capital Credit, LLC |
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