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POLEN CAPITAL CREDIT, LLC
CRD 108468File 801-55001
APPROVED
Custody
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.13B
Top 25% of cohort (national)
Discretionary AUM
$6.13B
Clients
44
44 accounts
Employees
46
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 3, 1997
- Principal office
- 1075 MAIN STREET, SUITE 320, WALTHAM, MA, 02451
- Phone
- 781-283-8500
- Website
- HTTP://WWW.POLENCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.13B
- Discretionary AUM
- $6.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 44
- Non-discretionary accounts
- 0
- Total accounts
- 44
- AUM per client
- $139.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $163.1M |
| Investment companies | 9 | $919.8M |
| Charitable organizations | Fewer than 5 | $401.9M |
| Other investment advisers | Fewer than 5 | $317.9M |
| Pooled investment vehicles | 14 | $1.22B |
| Pension and profit sharing plans | 8 | $1.77B |
| State or municipal government entities | 6 | $1.34B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.