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Pcmi Exempt Trust F/B/O Daniel Polen

Class A ShareholderPolen Capital Management, LLC

About Pcmi Exempt Trust F/B/O Daniel Polen

Pcmi Exempt Trust F/B/O Daniel Polen is listed as Class A Shareholder at Polen Capital Management, LLC in Boca Raton, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Polen Capital Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Pcmi Exempt Trust F/B/O Daniel Polen work?

Pcmi Exempt Trust F/B/O Daniel Polen is listed as Class A Shareholder at Polen Capital Management, LLC on SEC Form ADV.

How much of Polen Capital Management, LLC does Pcmi Exempt Trust F/B/O Daniel Polen own?

Form ADV reports a beneficial ownership band of 25-50%.

Polen Capital Management, LLC

TitleClass A Shareholder
Ownership25-50%
Control personYes
Since2020