| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Polen Capital CLO 2025-1, Ltd. | Securitized Asset | $157.2M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Goldberg | Secretary | Under 5% | 2024 |
| Joshua Liam McCarthy | Chief Compliance Officer | Under 5% | 2024 |
| Polen Capital Credit, LLC Control | Member | Over 75% | 2024 |
Polen Capital CLO Management, LLC reports $157.2 million in regulatory assets under management on its Form ADV.
Polen Capital CLO Management, LLC manages 1 private funds with combined gross assets of $157.2 million.
Polen Capital CLO Management, LLC reports 48 employees.
Polen Capital CLO Management, LLC is based in Waltham, MA and has been SEC-registered since 2024.
Polen Capital CLO Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1075 Main Street, Suite 320, Waltham, MA 02451 |
| Phone | 781-283-8500 |
| Fax | 781-419-9180 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $157.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $157.2M |