Polen Capital Management is an investment advisor in Boca Raton with $63.47 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Polen Capital Management Inc
SEC CIK
IRS number
132984374
SEC advisor number
801-15180
FINRA CRD number
106093
AUM ?
$36.05 bn
(as of 6 Jun 23)
Accounts
3,515
(as of 6 Jun 23)
Employees
153
(19 investment advisory or research)
Address
Polen Capital Management
1825 NW CORPORATE BOULEVARD
SUITE 300
BOCA RATON
FL 33431
1825 NW CORPORATE BOULEVARD
SUITE 300
BOCA RATON
FL 33431
Phone
561-241-2425
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Feb 24
SC 13G
Polen Credit Opportunities Fund
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
SC 13G/A
FORUM ENERGY TECHNOLOGIES, INC.
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
SC 13G/A
GARTNER INC
10 Feb 23
SC 13G
FORUM ENERGY TECHNOLOGIES, INC.
10 Feb 23