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POLEN CAPITAL CREDIT, LLC
WALTHAM, MA
781-283-8500
SEC #801-55001Total AUM
$6.1B
Employees
46Clients
44Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1075 MAIN STREET
SUITE 320
WALTHAM
MA 02451
United States
SUITE 320
WALTHAM
MA 02451
United States
Operating Hours
8:30 A.M.-5:30 P.M.
Monday - Friday
Monday - Friday
Phone
781-283-8500
Other Offices
2
Financials
Total AUM
$6.1B
Accounts
44Discretionary
$6.1B
Accounts
44Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
9AUM
$919.8M
Pooled Vehicle Clients
14AUM
$1.2B
Pension/Profit Sharing Plan Clients
8AUM
$1.8B
Charitable Organization Clients
3AUM
$401.9M
Government Entity Clients
6AUM
$1.3B
Investment Advisor Clients
2AUM
$317.9M
Sovereign Wealth Fund Clients
1AUM
$163.1M
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
DEMA
Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.