Polen Capital Management, LLC

Overview

Polen Capital Management, LLC is an SEC registered investment adviser based in Boca Raton, FL, registered since 1980. It reports $24.1B in assets under management across 1,607 accounts, with 168 employees. It has 7 investment adviser representatives.

Reported AUM

$24.1B

Discretionary

100%

Accounts

1,607

Average account

$15M

Employees

168

Advisory reps

7

Registered since

1980

Jurisdictions

52

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Investment Companies
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 10

• Jessica Jane Bashara Chief of Staff to Chief Executive Officer, Head of Corporate Development CRD 6344749
• Stanley Charles Moss Chief Executive Officer CRD 3182592
• Brian David Goldberg General Counsel, Chief Compliance Officer CRD 6403077

7 more executive officers, with direct contact details

Advisory reps 3 of 7

• Thomas J Abbatacola Registered Rep · Investment Adviser Rep CRD 4973788
• Logan Blackwood Registered Rep · Investment Adviser Rep CRD 6935972
• Paul Justin Fitzgerald Registered Rep · Investment Adviser Rep CRD 6560231

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1825 NW Corporate Blvd Ste 300
Boca Raton, FL 33431

County

Palm Beach

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: polencapital.com

Every state, with registration dates

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