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| Polen Capital Management LLC
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|---|---|
| CRD # | 106093 |
| SEC # | 801-15180 |
| CIK # | 0001034524 |
| AUM | 24.06 B (2026-05-04) |
| Employees | 168 (13% Investors, 21% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-241-2425 |
| Address | 1825 NW Corporate Blvd Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 1.1 | ||
| Alphabet Inc | 0.8 | ||
| Lilly Eli & Co | 0.8 | ||
| Broadcom Inc | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| Mastercard Inc | 0.8 | ||
| ServiceNow Inc | 0.8 | ||
| Shopify Inc | 0.7 | ||
| Visa Inc | 0.7 | ||
| Oracle Corp | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Polen Vision Fund LLC | [2026-03-30] | 85.1 M | |
| Other | Polen Capital Focus Growth Fund | [2023-03-30] | 72.5 M | 23.5 M |
| Filed 2025-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,347 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 14 | 5.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 3.8 |
| (g) Pension and profit sharing plans | 22 | 1.7 |
| (h) Charitable organizations | 42 | 0.4 |
| (i) State or municipal government entities | 26 | 1.7 |
| (j) Other investment advisers | 85 | 8.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.3 |
| (m) Corporations or other businesses not listed above | 48 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,607 | 24.1 |
| By Discretionary | ||
| Discretionary | 1,607 | 24.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,607 | 24.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 21.1 | |
| Total | 1,607 | 24.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Global Trust Company | Director | 52 | 17 | |
| Polen Capital Credit LLC | Promoter | 8 | 3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001034524] | |
| 3 | [0001034524] | |
| SC 13G | [0001034524] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 29 (2 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 549300RDPTGGMLJ6RC07 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Polen Capital Management LLC | |
| BBR ALO Fund LLC |
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