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)
Polen Capital is a disciplined, bottom-up, concentrated equity investment manager. They focus on high-quality growth companies with solid franchises, strong balance sheets, experienced management teams, and leading products/services. They manage separately managed and wrap accounts for various client types including high net worth individuals and family offices.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.25% |
Fees are subject to negotiation based on the circumstances of the client.
1825 NW Corporate Blvd., Suite 300, Boca Raton, FL, 33431