Polen Capital Management, LLC
Assets Under Management
$37.7B
Number of Clients
2,729
Number of Advisors
14
Average Client AUM
$13.8M
AUM per Advisor
$2.7B
Compensation
Fee-Only (AUM)
About This Firm
Polen Capital is a disciplined, bottom-up, concentrated equity investment manager. Their sole focus has been high quality growth investments since 1989. They manage separately managed and wrap accounts for various client types including high net worth individuals and family offices, endowments and foundations, corporations, Taft Hartley accounts, sovereign nations, and public funds. They also offer strategies through registered investment companies, UCITS funds, private funds, and a collective investment trust.
Fee Structure
Polen Capital's fees are based on a percentage of assets under management and are payable quarterly. Fees are subject to negotiation based on the circumstances of the client, including the type and size of the account. The standard fee schedule varies based on the investment strategy and the client type (institutional or high net worth). Polen Capital generally imposes a $1,000,000 minimum for starting and maintaining a separately managed account in the U.S. Small Company Growth and U.S. SMID Company Growth strategies, a $10,000,000 minimum in the Global Growth, International Growth, and Global SMID Company Growth strategies ($20,000,000 in the case of accounts invested in strategies where investments are made in non-U. S. ordinary shares rather than ADRs), and a $30,000,000 minimum in the Focus Growth strategy, and $100,000 for starting and maintaining a wrap account, subject to modification at the discretion of Polen Capital.
Areas of Practice
Location
1825 NW Corporate Blvd., Suite 300, Boca Raton, FL, 33431