POLEN INTERNATIONAL EQUITY LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 340625
- Registered since
- March 2, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Polen International Equity LLC is organized as a limited liability company and is registered with the SEC (registration year shown as 2026). The firm is reported as owned by a combination of a domestic entity and an individual, and it is identified as a related adviser—meaning it has an affiliation with another investment-advisory entity. Its regulatory classification is listed as unclassified. The adviser’s stated activity is portfolio management on behalf of businesses or institutional clients. Its compensation model is a percentage-of-assets-under-management fee. The firm is not identified as an active ESG investor, does not operate as a capital allocator, and is not designated as a multi-state adviser. Although the SEC registration appears recent, the data mark the firm as not newly formed. Industry affiliation is listed under a general “other investment adviser” category rather than a wirehouse, broker-dealer, or large RIA network.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 7GRAHAM WARD
Chief Financial OfficerCRD 4842583
KEVIN DOLSEN
Chief Operating OfficerCRD 6352504
STANLEY MOSS
Chief Executive OfficerCRD 3182592
Contacts
3 of 7AJOY REDDI
Principal & Portfolio ManagerCRD 4092141
LAURA GRAFF
Head of Product ManagementCRD 4819168
HUONG LE
Research AnalystCRD 3170011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 1825 NW Corporate Blvd
- Time zone
- ET (UTC-5)
- Office locations
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