Overview
Assets Under Management: $43.2 billion
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 2,277
Average Client Assets: $974,610
Frequently Asked Questions
POLEN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106093), POLEN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
POLEN CAPITAL MANAGEMENT, LLC is headquartered in BOCA RATON, FL.
POLEN CAPITAL MANAGEMENT, LLC serves 2,277 high-net-worth clients according to their SEC filing dated May 24, 2024. View client details ↓
According to their SEC Form ADV, POLEN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
POLEN CAPITAL MANAGEMENT, LLC manages $43.2 billion in client assets according to their SEC filing dated May 24, 2024.
According to their SEC Form ADV, POLEN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2,277
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.89
Average High-Net-Worth Client Assets: $974,610
Total Client Accounts: 3,397
Discretionary Accounts: 3,397
Regulatory Filings
CRD Number: 106093
Last Filing Date: 2024-05-24 00:00:00
Website: https://polencapital.com