Polen International Equity LLC

Overview

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