Firm profile

POLEN CAPITAL MANAGEMENT, LLC

BOCA RATON, FLCRD 106093Latest ADV March 30, 2026

Polen Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 30, 2026, reports $24.1B in regulatory assets under management, 168 employees, 3 offices, and 1,607 accounts.

Assets Under Management
$24.1B
Employees
168
Offices
3 offices
Total Clients
1,602
Primary office
BOCA RATON, FL
1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOJessica J. Bashara
CEOStanley C. Moss
CCOBrian D. Goldberg

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 84.1% of total clients.
Top client categories% of clientsClients
1
HNWI
84.1%
1,347
2
Other Advisers
5.3%
85
3
Corporations
3.0%
48
4
Charitable
2.6%
42
5
Government
1.6%
26
Categories with <5 clients
Insurance companies<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$24.1Bas of March 30, 2026
Discretionary100.0%
$24.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$24.1B
Total Accounts1,607
10Y AUM Change+$13.6B (+130.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees168
Clients per Employee10:1
10Y Employee Change+125 (+290.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.