Polen Capital Credit, LLC
Polen Capital Credit, LLC (CRD# 108468) is a financial advisory firm headquartered in Waltham, MA. They manage $7,442,603,913 in 48 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management7,443MILLION
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Total Number of Accounts48ACCOUNTS
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Average Account Value$155,054,248
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, MA
Financial Advisors at Polen Capital Credit, LLC
No Advisor Found.
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