The POLEN CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $31Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. POLEN CAPITAL MANAGEMENT, LLC is a Public/Private Fund Assets decreased by 48.65% over the last 5-years.
The Group has been registered with the SEC for 46.35 years and is comprised of 4 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 1825 NW CORPORATE BLVD. SUITE 300, BOCA RATON, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 228 employees comprised of 54 investment and 174 non-investment staff. The total number of Employees increased by 35.71% over the last 5-years.
Their $31Bn in assets advised are owned by 34 private funds, 23 public funds and BDCs and 244 other accounts. Assets of Other Investment Advisers clients own $9.14Bn or 29.49% of Total Assets and Investment Companies (IC) own $6.15Bn or 19.83% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Asset Backed Securities and FI/Credit - Diverse, representing 68.55%, 19.4% and 10.16% of total assets, respectively.
They advise 9 types of clients, top clients are Other Investment Advisers and Investment Companies (IC).
The Group uses 7 Fund Administrators, 3 Fund Auditors, 1 Prime Brokers, 5 Custodians and 6 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
POLEN CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.