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POLEN CAPITAL MANAGEMENT, LLC
CRD 106093File 801-15180
APPROVED
Retail clients
Custody
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$24.06B
Top 10% of cohort (national)
Discretionary AUM
$24.06B
Clients
1,602
1,607 accounts
Employees
168
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 7, 1980
- Principal office
- 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 33431
- Phone
- 1-561-241-2425
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $24.06B
- Discretionary AUM
- $24.06B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,607
- Non-discretionary accounts
- 0
- Total accounts
- 1,607
- AUM per client
- $15.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 48 | $799.5M |
| Non-U.S. persons | Fewer than 5 | $260.2M |
| Insurance companies | Fewer than 5 | $13.2M |
| Investment companies | 14 | $5.23B |
| Charitable organizations | 42 | $437.2M |
| Other investment advisers | 85 | $8.82B |
| High net worth individuals | 1,347 | $1.37B |
| Pooled investment vehicles | 18 | $3.78B |
| Pension and profit sharing plans | 22 | $1.69B |
| State or municipal government entities | 26 | $1.65B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.