Polen Capital Upper Tier High Yield Fund is a Other Investment Fund in Massachusetts, that has raised $4.03 mm from 1 investor, with a minimum investment of $2.50 mm, for a fund started in Jun 2022. Data from SEC filing on 12 Apr 2024.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Polen Capital Upper Tier High Yield Fund
SEC CIK
AUM ?
$2.34 mm
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Polen Capital Credit, LLC | $6.87 bn | |
Polen Capital Funds, LLC - Polen Capital Floating Rate Loan Fund | $5.96 mm | Other Private Fund |
Polen Capital Funds, LLC - Polen Capital Opportunistic High Yield Fund | $2.50 mm | Other Private Fund |
Polen Capital Funds, LLC - Polen Capital Upper Tier High Yield Fund | $2.34 mm | Other Private Fund |
Polen DDJ Strategic Income Plus Fund, L.P. | $45.27 mm | Hedge Fund |
Latest filings (excl ownership)
D/A
Indefinite amount in investment fund, sold $4.03 mm, 1 investor
12 Apr 24
D/A
Indefinite amount in investment fund, sold $2.34 mm, 3 investors
18 Oct 23
D/A
Indefinite amount in investment fund, sold $2.34 mm, 3 investors
31 Jul 23
D
Indefinite amount in investment fund, sold $2M, 3 investors
4 Aug 22
Latest ownership filings
No filings