firm profile

Polen Capital Credit, LLC

RIA Waltham, MA CRD 108468 Last verified October 2026

Overview

Polen Capital Credit, LLC is an SEC registered investment adviser based in Waltham, MA, registered since 1997. It reports $6.1B in assets under management across 44 accounts, with 46 employees.

Reported AUM: $6.1B
Discretionary: 100%
Accounts: 44
Average account: $139M
Employees: 46
Registered since: 1997
Jurisdictions: 2

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services: Management for Investment Companies
Portfolio Management for Businesses or Institutional Clients
Client types: Charities and Non-Profits
Corporations/Businesses
Government
Investment Companies
Other Investment Advisors
Pension/Profit Sharing Plan
Pooled Investment Vehicles
Fee structure: Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

Stanley Charles Moss Chief Executive Officer CRD 3182592
Joshua Liam McCarthy Chief Compliance Officer, General Counsel CRD 4932145
Brian David Goldberg Secretary CRD 6403077

Location

Headquarters: 1075 Main St Ste 320
Waltham, MA 02451
County: Middlesex
Metro area: Boston-Cambridge-Newton, MA-NH
Region: Northeast

Registrations

SEC registered
Registered in 2 jurisdictions
Website: vimeo.com/polencapital

Every state, with registration dates

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