AUMdb

Polen International Equity Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 340625 · SEC file 801-135446 · Boca Raton, FL · www.polencapital.com
☆ Save with Pro ADV data as of Oct 14, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
—
Avg AUM / client
—
Accounts
0
Employees
14

AUM over time

$0 $0
Jan 29, 2026 Oct 14, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Oct 14, 2026

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/29/2026 1.28 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management

Services

  • • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 14, 2026.

View current Form ADV (SEC/IAPD) ↗