Firm profile

POLEN CAPITAL CREDIT, LLC

WALTHAM, MACRD 108468Latest ADV March 26, 2026

Polen Capital Credit, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Waltham, MA. Its latest Form ADV filing, dated March 26, 2026, reports $6.1B in regulatory assets under management, 46 employees, 2 offices, and 44 accounts.

Assets Under Management
$6.1B
Employees
46
Offices
2 offices
Total Clients
44
Primary office
WALTHAM, MA
1075 MAIN STREET, SUITE 320, WALTHAM, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOStanley C. Moss
CCOJoshua L. Mccarthy

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

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

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 31.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
31.8%
14
2
Investment Cos.
20.5%
9
3
Pension Plans
18.2%
8
4
Government
13.6%
6
5
Charitable
6.8%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$6.1Bas of March 26, 2026
Discretionary100.0%
$6.1B
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$6.1B
Total Accounts44
10Y AUM Change$-1.5B (-19.3%)

Employee Growth by Quarter

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

Total Employees46
Clients per Employee1:1
10Y Employee Change-10 (-17.9%)

* 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.