POLEN CAPITAL CREDIT, LLC

RIASEC RegisteredEst. 1997

Total AUM

$6.1B

Discretionary

$6.1B

100% of AUM

Avg account

$139M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WALTHAM, Massachusetts
CRD number: 108468
Registered since: November 3, 1997
Website: www.polencapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans28.87%
State / Municipal Government21.79%
Pooled Investment Vehicles19.93%
Investment Companies15.01%
Charitable Organizations6.56%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Polen Capital Credit, LLC is a privately held limited liability company registered with the SEC since 1997 that provides institutional portfolio management across pooled vehicles, investment companies and institutional accounts. The firm is classified as an "other fund provider" rather than a traditional capital allocator, and it charges a mix of percentage-of-assets, fixed and performance-based fees. Polen Capital Credit identifies itself as an active ESG investor and is organized under a domestic ownership structure that includes both an entity and an individual.