Wealth Manager
    SEC Registered

    Polen Capital Management, LLC

    Registered investment advisor · Boca Raton, Florida · CRD #106093

    Assets Under Management
    $24.1B
    Client Accounts
    1,607
    Employees
    168
    CRD Number
    106093
    Registration
    SEC Registered
    Custodian
    Morgan Stanley, State Street Bank, Ubs Financial Services Inc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Polen Capital Management, LLC

    Polen Capital is a private investment management firm based in Boca Raton, Florida, founded in 1979 by David Polen. The firm specializes in active, high-conviction growth equity and high-yield credit strategies, managing approximately $60-66 billion in assets. Polen Capital employs autonomous investment teams focused on research and investing, supported by centralized functions like compliance and trading. The firm offers a range of investment strategies, including its flagship Focus Growth St

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Polen Capital Management, LLC

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    Frequently Asked Questions

    What is Polen Capital Management, LLC's AUM?

    Polen Capital Management, LLC reports approximately $24.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Polen Capital Management, LLC headquartered?

    Polen Capital Management, LLC is headquartered in Boca Raton, Florida.

    What is Polen Capital Management, LLC's CRD number?

    Polen Capital Management, LLC's CRD number is 106093. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Polen Capital Management, LLC manage?

    Polen Capital Management, LLC manages approximately 1,607 client accounts according to its latest SEC filing.

    Is Polen Capital Management, LLC SEC registered?

    Yes, Polen Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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