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Chief Financial Officer · Polen Capital Management, LLC

Graham M. Ward

CRD 4842583 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Polen Capital Management, LLC, an SEC-registered asset manager based in Boca Raton, FL with $24.1 billion in regulatory assets, lists Graham M. Ward on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Graham at 1 other registered adviser.

Firms and roles

AtlasMembers

Graham’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (14)

9 more people named with Graham on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Graham’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.