Polen Capital Management, LLC
● SEC registered since 1980CRD 106093SEC# 801-15180Boca Raton, FL
Ranks #493 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$24.06B
Fund GAV
$108.6M
Private funds
2
Employees
168
Accounts
1,607
Location
Boca Raton, FL
Polen Capital Management, LLC assets under management
Polen Capital Management, LLC is an investment advisory firm registered with the SEC based in Boca Raton, FL. The firm has been registered since 1980. It reports $24.1 billion in regulatory assets under management and employs 168 people. Polen Capital Management, LLC manages 2 private funds with combined gross assets of $108.6 million, including Polen Vision Fund, LLC. By regulatory assets, it ranks 493 of 6,004 private fund managers.
Polen Capital Management, LLC private funds
2 funds · $108.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Polen Vision Fund, LLC | Hedge | $85.1M | $250K |
| Polen Capital Focus Growth Fund | Other Private | $23.5M | $1M |
Polen Capital Management, LLC owners & executives
30 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Goldberg Control | General Counsel & Chief Compliance Officer | Under 5% | 2014 |
| Damon Anson Ficklin Control | Head Of Team, Portfolio Manager & Analyst | Under 5% | 2021 |
| Daniel Adam Davidowitz Control | Portfolio Manager & Analyst | Under 5% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Polen Capital Management, LLC manage?
Polen Capital Management, LLC reports $24.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Polen Capital Management, LLC manage?
Polen Capital Management, LLC manages 2 private funds with combined gross assets of $108.6 million.
How many employees does Polen Capital Management, LLC have?
Polen Capital Management, LLC reports 168 employees.
Where is Polen Capital Management, LLC located?
Polen Capital Management, LLC is based in Boca Raton, FL and has been SEC-registered since 1980.
Does Polen Capital Management, LLC disclose fund performance?
Polen Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1825 NW Corporate Blvd., Suite 300, Boca Raton, FL 33431 |
| Phone | 1-561-241-2425 |
| Fax | 1-561-241-2710 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1034524 |
| Discloses disciplinary history | No |
Regulatory AUM
$24.06B▼ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
AUM vs fund managersTop 8%
Larger than 92% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$24.06Bregulatory AUM
Discretionary $24.06B
Fund type mix
Hedge1
Other Private1
Service providers
Auditor
Prime broker
Custodian
Administrator