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POLEN CAPITAL MANAGEMENT, LLC
BOCA RATON, FL
1-561-241-2425
SEC #801-15180Total AUM
$24.1B
Employees
168Clients
1,604Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1825 NW CORPORATE BLVD.
SUITE 300
BOCA RATON
FL 33431
United States
SUITE 300
BOCA RATON
FL 33431
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
1-561-241-2425
Other Offices
3
Financials
Total AUM
$24.1B
Accounts
1,607Discretionary
$24.1B
Accounts
1,607Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
1,347AUM
$1.4B
Investment Company Clients
14AUM
$5.2B
Pooled Vehicle Clients
18AUM
$3.8B
Pension/Profit Sharing Plan Clients
22AUM
$1.7B
Charitable Organization Clients
42AUM
$437.2M
Government Entity Clients
26AUM
$1.7B
Investment Advisor Clients
85AUM
$8.8B
Insurance Company Clients
1AUM
$13.2M
Sovereign Wealth Fund Clients
1AUM
$260.2M
Corporation or Business Clients
48AUM
$799.5M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.