POLEN CAPITAL MANAGEMENT, LLC
CRD #106093 SEC #801-15180 BOCA RATON, FL 1-561-241-2425
SEC Registered Private Funds
Total AUM
$37.7B
Discretionary
$37.7B
Employees
229
Clients
--
Accounts
2,732
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $37.7B | $37.7B | $0 | 229 | 35 |
| Mar 2025 | $37.7B | $37.7B | $0 | 229 | 35 |
| May 2024 | $43.2B | $43.2B | $0 | 173 | 36 |
| Apr 2024 | $43.2B | $43.2B | $0 | 173 | 36 |
| Mar 2024 | $43.2B | $43.2B | $0 | 173 | 36 |
| Jun 2023 | $36B | $36B | $0 | 153 | 37 |
| Apr 2023 | $36B | $36B | $0 | 153 | 37 |
| Mar 2023 | $36B | $36B | $0 | 153 | 37 |
| Mar 2022 | $63.5B | $63.5B | $0 | 142 | 35 |
| Mar 2021 | $46B | $46B | $0 | 116 | 32 |
| Dec 2020 | $27.3B | $27.3B | $0 | 86 | 35 |
| Jul 2020 | $27.3B | $27.3B | $0 | 86 | 35 |
| Jun 2020 | $27.3B | $27.3B | $0 | 86 | 35 |
| Mar 2020 | $27.3B | $27.3B | $0 | 86 | 35 |
| Mar 2019 | $16.7B | $16.7B | $0 | 72 | 28 |
| Mar 2018 | $14.5B | $14.5B | $0 | 54 | 21 |
| Mar 2017 | $10.4B | $10.4B | $0 | 43 | 900 |
| Sep 2016 | $6.7B | $6.7B | $0 | 33 | 700 |
| Mar 2016 | $6.7B | $6.7B | $0 | 33 | 700 |
| Mar 2015 | $5.5B | $5.5B | $0 | 31 | 600 |
| Oct 2014 | $5.1B | $5.1B | $0 | 28 | 600 |
| May 2014 | $5.1B | $5.1B | $0 | 26 | 600 |
| Mar 2014 | $5.1B | $5.1B | $0 | 27 | 600 |
| Jan 2014 | $5B | $5B | $0 | 25 | 600 |
| Oct 2013 | $5B | $5B | $0 | 20 | 900 |
| Aug 2013 | $5B | $5B | $0 | 20 | 900 |
| Mar 2013 | $5B | $5B | $0 | 20 | 900 |
| Jan 2013 | $3.8B | $3.8B | $0 | 16 | 700 |
| Aug 2012 | $3.8B | $3.8B | $0 | 11 | 700 |
| Jul 2012 | $3.8B | $3.8B | $0 | 11 | 700 |
| Mar 2012 | $3B | $3B | $0 | 11 | 700 |
| Jul 2010 | $596.1M | $459.8M | $136.3M | -- | -- |
| Mar 2010 | $596.1M | $459.8M | $136.3M | -- | -- |
| Mar 2009 | $247.8M | $225.5M | $22.3M | -- | -- |
| Aug 2007 | $624.2M | $615.9M | $8.3M | -- | -- |
| Apr 2007 | $728.9M | $721.3M | $7.6M | -- | -- |
| Mar 2007 | $728.9M | $721.3M | $7.6M | -- | -- |
| Mar 2006 | $1.5B | $1.5B | $21.3M | -- | -- |
| Apr 2002 | $721.9M | $721.9M | $0 | 10 | -- |
| Mar 2002 | $721.9M | $721.9M | $0 | 10 | -- |
| Nov 2001 | $622.5M | $622.5M | $0 | 10 | -- |
| Oct 2001 | $622.5M | $622.5M | $0 | 10 | -- |
DateMay 2025
Total AUM$37.7B
Discretionary$37.7B
Non-Disc.$0
Employees229
Clients35
DateMar 2025
Total AUM$37.7B
Discretionary$37.7B
Non-Disc.$0
Employees229
Clients35
DateMay 2024
Total AUM$43.2B
Discretionary$43.2B
Non-Disc.$0
Employees173
Clients36
DateApr 2024
Total AUM$43.2B
Discretionary$43.2B
Non-Disc.$0
Employees173
Clients36
DateMar 2024
Total AUM$43.2B
Discretionary$43.2B
Non-Disc.$0
Employees173
Clients36
DateJun 2023
Total AUM$36B
Discretionary$36B
Non-Disc.$0
Employees153
Clients37
DateApr 2023
Total AUM$36B
Discretionary$36B
Non-Disc.$0
Employees153
Clients37
DateMar 2023
Total AUM$36B
Discretionary$36B
Non-Disc.$0
Employees153
Clients37
DateMar 2022
Total AUM$63.5B
Discretionary$63.5B
Non-Disc.$0
Employees142
Clients35
DateMar 2021
Total AUM$46B
Discretionary$46B
Non-Disc.$0
Employees116
Clients32
DateDec 2020
Total AUM$27.3B
Discretionary$27.3B
Non-Disc.$0
Employees86
Clients35
DateJul 2020
Total AUM$27.3B
Discretionary$27.3B
Non-Disc.$0
Employees86
Clients35
DateJun 2020
Total AUM$27.3B
Discretionary$27.3B
Non-Disc.$0
Employees86
Clients35
DateMar 2020
Total AUM$27.3B
Discretionary$27.3B
Non-Disc.$0
Employees86
Clients35
DateMar 2019
Total AUM$16.7B
Discretionary$16.7B
Non-Disc.$0
Employees72
Clients28
DateMar 2018
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$0
Employees54
Clients21
DateMar 2017
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees43
Clients900
DateSep 2016
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees33
Clients700
DateMar 2016
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees33
Clients700
DateMar 2015
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees31
Clients600
DateOct 2014
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees28
Clients600
DateMay 2014
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees26
Clients600
DateMar 2014
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees27
Clients600
DateJan 2014
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees25
Clients600
DateOct 2013
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees20
Clients900
DateAug 2013
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees20
Clients900
DateMar 2013
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees20
Clients900
DateJan 2013
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees16
Clients700
DateAug 2012
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees11
Clients700
DateJul 2012
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees11
Clients700
DateMar 2012
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees11
Clients700
DateJul 2010
Total AUM$596.1M
Discretionary$459.8M
Non-Disc.$136.3M
Employees--
Clients--
DateMar 2010
Total AUM$596.1M
Discretionary$459.8M
Non-Disc.$136.3M
Employees--
Clients--
DateMar 2009
Total AUM$247.8M
Discretionary$225.5M
Non-Disc.$22.3M
Employees--
Clients--
DateAug 2007
Total AUM$624.2M
Discretionary$615.9M
Non-Disc.$8.3M
Employees--
Clients--
DateApr 2007
Total AUM$728.9M
Discretionary$721.3M
Non-Disc.$7.6M
Employees--
Clients--
DateMar 2007
Total AUM$728.9M
Discretionary$721.3M
Non-Disc.$7.6M
Employees--
Clients--
DateMar 2006
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$21.3M
Employees--
Clients--
DateApr 2002
Total AUM$721.9M
Discretionary$721.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$721.9M
Discretionary$721.9M
Non-Disc.$0
Employees10
Clients--
DateNov 2001
Total AUM$622.5M
Discretionary$622.5M
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$622.5M
Discretionary$622.5M
Non-Disc.$0
Employees10
Clients--