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Polen Capital Management, LLC

Headquartered in BOCA RATON, FL

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Firm Information

Polen Capital Management, LLC is an investment advisor headquartered in Boca Raton, Florida. The firm manages over $43 billion in assets for a variety of clients, including high-net-worth individuals, institutions, and pooled investment vehicles. Polen Capital specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm has a team of 39 registered representatives and 27 investment advisory professionals.

Polen Capital Management, LLC

1825 NW CORPORATE BLVD.

BOCA RATON, FL 33431

$43.24B

Assets Under Management

36

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (5)

POLEN CAPITAL MANAGEMENT, LLC has a total of 5 branch locations across the country.
location

West Bloomfield, MI

location

BOCA RATON, FL

location

Boca Raton, FL

location

Geneva, IL

location

Dallas, TX

Advisors at Polen Capital Management, LLC

View All 11 Advisors
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Daniel Christiaan McLennon

RA

BOCA RATON, FL

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Jessica Lynn Hargrett

RA

Boca Raton, FL

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Leonardo Gonzalez

RA

BOCA RATON, FL

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Stanley Charles Moss

CFA®, RA

BOCA RATON, FL

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Drew A Halperin

RA

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Logan Blackwood

RA

BOCA RATON, FL

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Joshua Charles Ojeda

RA

Boca Raton, FL

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Thomas J Abbatacola

RA

Geneva, IL

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Disclosures

There are no public disclosures for Polen Capital Management, LLC.

Frequently Asked Questions (5)

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