POLEN CAPITAL CREDIT, LLC
CRD #108468 SEC #801-55001 WALTHAM, MA 781-283-8500
SEC Registered Private Funds
Total AUM
$7.4B
Discretionary
$7.4B
Employees
48
Clients
--
Accounts
48
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $7.4B | $7.4B | $0 | 48 | 1 |
| Mar 2025 | $7.4B | $7.4B | $0 | 48 | 1 |
| Apr 2024 | $7.4B | $7.4B | $0 | 52 | 1 |
| Mar 2024 | $7.4B | $7.4B | $0 | 52 | 1 |
| Jul 2023 | $6.9B | $6.9B | $0 | 43 | 1 |
| Apr 2023 | $6.9B | $6.9B | $0 | 43 | 1 |
| Mar 2023 | $6.9B | $6.9B | $0 | 43 | 1 |
| Mar 2022 | $8.3B | $8.3B | $0 | 47 | 1 |
| Feb 2022 | $8B | $8B | $0 | 52 | 1 |
| Nov 2021 | $8B | $8B | $0 | 52 | 1 |
| Mar 2021 | $8B | $8B | $0 | 52 | 1 |
| Mar 2020 | $7.9B | $7.9B | $0 | 55 | 1 |
| Nov 2019 | $7.7B | $7.7B | $0 | 52 | 1 |
| Jul 2019 | $8.2B | $8.2B | $0 | 55 | 1 |
| Mar 2019 | $8.2B | $8.2B | $0 | 55 | 1 |
| Sep 2018 | $7.8B | $7.8B | $0 | 56 | 1 |
| Mar 2018 | $7.8B | $7.8B | $0 | 56 | 1 |
| Aug 2017 | $7.6B | $7.6B | $0 | 56 | 26 |
| Mar 2017 | $7.6B | $7.6B | $0 | 56 | 26 |
| Jun 2016 | $7.4B | $7.4B | $0 | 57 | 26 |
| Mar 2016 | $7.4B | $7.4B | $0 | 57 | 26 |
| Mar 2015 | $8B | $8B | $0 | 54 | 26 |
| Jun 2014 | $7.2B | $7.2B | $0 | 52 | 26 |
| Mar 2014 | $7.2B | $7.2B | $0 | 52 | 26 |
| Apr 2013 | $5B | $5B | $0 | 49 | 26 |
| Mar 2013 | $5B | $5B | $0 | 49 | 26 |
| Apr 2012 | $3.7B | $3.7B | $0 | 11 | 26 |
| Mar 2012 | $3.7B | $3.7B | $0 | 11 | 26 |
| Dec 2010 | $3.4B | $3.4B | $0 | -- | -- |
| Mar 2008 | $2.8B | $2.8B | $0 | -- | -- |
| Mar 2007 | $2.8B | $2.8B | $0 | -- | -- |
| Mar 2004 | $2B | $1.9B | $40.4M | 10 | -- |
| Nov 2003 | $1.2B | $1.2B | $0 | 10 | -- |
| Apr 2002 | $1.2B | $1.2B | $0 | -- | -- |
DateMay 2025
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees48
Clients1
DateMar 2025
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees48
Clients1
DateApr 2024
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees52
Clients1
DateMar 2024
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees52
Clients1
DateJul 2023
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees43
Clients1
DateApr 2023
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees43
Clients1
DateMar 2023
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees43
Clients1
DateMar 2022
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees47
Clients1
DateFeb 2022
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees52
Clients1
DateNov 2021
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees52
Clients1
DateMar 2021
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees52
Clients1
DateMar 2020
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees55
Clients1
DateNov 2019
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees52
Clients1
DateJul 2019
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees55
Clients1
DateMar 2019
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees55
Clients1
DateSep 2018
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees56
Clients1
DateMar 2018
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees56
Clients1
DateAug 2017
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees56
Clients26
DateMar 2017
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees56
Clients26
DateJun 2016
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees57
Clients26
DateMar 2016
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees57
Clients26
DateMar 2015
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees54
Clients26
DateJun 2014
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees52
Clients26
DateMar 2014
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees52
Clients26
DateApr 2013
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees49
Clients26
DateMar 2013
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees49
Clients26
DateApr 2012
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees11
Clients26
DateDec 2010
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$2B
Discretionary$1.9B
Non-Disc.$40.4M
Employees10
Clients--
DateNov 2003
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--