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 Jan 29, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
14

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: Jan 29, 2026.

View current Form ADV (SEC/IAPD) ↗