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POLEN CAPITAL MANAGEMENT, LLC
CRD 106093File 801-15180
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 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
- 561-241-2425
- Website
- HTTP://WWW.POLENCAPITAL.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 229 | 168 | decreased by61 |
| Apr 1, 2026 | Clients | 2,729 | 1,602 | decreased by1,127 |
| Apr 1, 2026 | AUM | $37,703,918,773 | $24,061,099,864 | decreased by$13,642,818,909 |
| Apr 1, 2026 | Accounts | 2,732 | 1,607 | decreased by1,125 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 142 | 229 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,857 | 2,729 | decreased by1,128 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $63,470,965,574 | $37,703,918,773 | decreased by$25,767,046,801 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,857 | 2,732 | decreased by1,125 |
| Apr 1, 2022 | Employees | 116 | 142 | increased by26 |
| Apr 1, 2022 | Clients | 3,094 | 3,857 | increased by763 |
| Apr 1, 2022 | AUM | $46,029,107,670 | $63,470,965,574 | increased by$17,441,857,904 |
| Apr 1, 2022 | Accounts | 3,094 | 3,857 | increased by763 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POLEN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POLEN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.