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
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 May 4, 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.
Total AUM$24.1B
Total Accounts1,607
10Y AUM Change+$13.6B (+130.9%)
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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%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.