Data / Investment advisers / Florida / Polen Capital Management, LLC
Polen Capital Management, LLC, Boca Raton, FL: $24.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Polen Capital Management, LLC is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $24.1 billion in regulatory assets under management in its Form ADV filed September 30, 2026. Its clients include other investment advisers, investment companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
The request: Watch Polen Capital Management, LLC (CRD number 106093): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106093
- SEC file number
- 801-15180
- SEC status
- Approved, effective April 7, 1980
- Main office
- 1825 NW Corporate Blvd. Suite 300, Boca Raton, FL 33431
- Phone
- (561) 241-2425
- Website
- glassdoor.com
- Regulatory AUM
- $24,061,099,864 in the Form ADV filed September 30, 2026
- Discretionary AUM
- $24,061,099,864
- Accounts
- 1,607
- Employees
- 168, of which 22 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 1 hedge fund, 1 other private fund
- Gross assets of private funds
- $108,559,006
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 85 | $8.82 billion |
| Investment companies | 14 | $5.23 billion |
| Pooled investment vehicles | 18 | $3.78 billion |
| Pension and profit sharing plans | 22 | $1.69 billion |
| State or municipal government entities | 26 | $1.65 billion |
| High net worth individuals | 1,347 | $1.37 billion |
| Corporations or other businesses | 48 | $799.5 million |
| Charitable organizations | 42 | $437.2 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $260.2 million |
| Insurance companies | Fewer than 5 | $13.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $24.06 billion | March 30, 2026 |
| December 1, 2025 | $37.70 billion | May 6, 2025 |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| III Capital Management | Boca Raton | $88.24 billion | 8 | adviserinfo.sec.gov |
| Digitalbridge Investment Management, LLC | Boca Raton | $61.10 billion | 59 | adviserinfo.sec.gov |
| Kare Manager Holdings, L.P. | Boca Raton | $19.82 billion | 26 | adviserinfo.sec.gov |
| Digital Bridge Advisors, LLC | Boca Raton | $14.60 billion | 45 | adviserinfo.sec.gov |
| Ae Industrial Partners, LP | Boca Raton | $7.72 billion | 36 | adviserinfo.sec.gov |
| Isam Funds (USA) LLC | Boca Raton | $5.95 billion | 3 | adviserinfo.sec.gov |
| Sun Capital Advisors, L.P. | Boca Raton | $5.84 billion | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving other investment advisers
- Advisers serving investment companies
- Advisers that manage private funds
- Polen Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.