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Polen Capital Management, LLC

● SEC registered since 1980CRD 106093SEC# 801-15180Boca Raton, FL
Export (members)
Ranks #181 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$37.7B
Fund GAV
$72.5M
Private funds
1
Employees
229
Accounts
2,732
Location
Boca Raton, FL

Polen Capital Management, LLC assets under management

Polen Capital Management, LLC is an investment advisory firm registered with the SEC based in Boca Raton, FL. The firm has been registered since 1980. It reports $37.7 billion in regulatory assets under management and employs 229 people. Polen Capital Management, LLC manages 1 private fund with combined gross assets of $72.5 million, including Polen Capital Focus Growth Fund. By regulatory assets, it ranks 181 of 5,911 private fund managers.

Polen Capital Management, LLC private funds

1 funds · $72.5M GAV
FundTypeGross assetsMin.
Polen Capital Focus Growth FundOther Private$72.5M$1M

Polen Capital Management, LLC owners & executives

32 reported
NameTitleOwnershipSince
Brian David Goldberg ControlGeneral CounselUnder 5%2014
Damon Anson Ficklin ControlHead Of Team, Portfolio Manager & AnalystUnder 5%2021
Daniel Adam Davidowitz ControlPortfolio Manager & AnalystUnder 5%2007
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Frequently asked questions

How much does Polen Capital Management, LLC manage?

Polen Capital Management, LLC reports $37.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Polen Capital Management, LLC manage?

Polen Capital Management, LLC manages 1 private funds with combined gross assets of $72.5 million.

How many employees does Polen Capital Management, LLC have?

Polen Capital Management, LLC reports 229 employees.

Where is Polen Capital Management, LLC located?

Polen Capital Management, LLC is based in Boca Raton, FL and has been SEC-registered since 1980.

Does Polen Capital Management, LLC disclose fund performance?

Polen Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1825 NW Corporate Blvd., Suite 300, Boca Raton, FL 33431
Phone1-561-241-2425
Fax1-561-241-2710
Office hours8:30a.m. - 5:30p.m.
SEC regionMiami Regional Office (MIRO)
CIK1034524
Discloses disciplinary historyNo

Assets under management

Discretionary$37.7B
Non-discretionary$0
Total (RAUM)$37.7B

Service providers

Auditor
Custodian
Administrator