| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Polen Capital CLO Equity Partners Fund LP | Other Private | $43.2M | $1M |
| Polen Capital CLO Employee Holdings, LLC | Other Private | $23.2M | $25K |
| Polen Capital Funds, LLC - Polen Capital Opportunistic High Yield Fund | Other Private | $16.9M | $2.5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Goldberg | Secretary | Under 5% | 2022 |
| Joshua Liam McCarthy | Chief Compliance Officer/General Counsel | Under 5% | 2022 |
| Polen Capital Management, LLC Control | Member | Over 75% | 2022 |
Polen Capital Credit, LLC reports $7.4 billion in regulatory assets under management on its Form ADV.
Polen Capital Credit, LLC manages 5 private funds with combined gross assets of $98.1 million.
Polen Capital Credit, LLC reports 48 employees.
Polen Capital Credit, LLC is based in Waltham, MA and has been SEC-registered since 1997.
Polen Capital Credit, 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 | $7.39B |
| Non-discretionary | $0 |
| Total (RAUM) | $7.39B |