Chief Executive Officer · Polen Capital Management, LLC
Stanley C. Moss
CRD 3182592 · Named on Form ADV at 5 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 Stanley C. Moss on its Form ADV as Chief Executive Officer, a control person. The SEC filings also name Stanley at 4 other registered advisers.
Firms and roles
- Polen Capital Management, LLCChief Executive OfficerAsset manager · Boca Raton, FL · $24B in regulatory assets
- Polen Capital Credit, LLCChief Executive OfficerAsset manager · Waltham, MA · $6.1B in regulatory assets
- Polen Capital CLO Management, LLCPresident/chief Executive OfficerPrivate fund adviser · Waltham, MA · $808M in regulatory assets
- Opal Capital LLCTrusteeAsset manager · Boca Raton, FL · $348M in regulatory assets
- Polen International Equity LLCChief Executive OfficerAsset manager · Boca Raton, FL · $0M in regulatory assets
AtlasMembers
Stanley’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
- 5 firmsLocked
- Control-person status
- 5 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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 (18)
- Daniel A. DavidowitzPortfolio Manager & Analyst, Polen Capital Management, LLC
- Damon A. FicklinHead of Team, Portfolio Manager & Analyst, Polen Capital Management, LLC
- Kevin M DolsenChief Operating Officer, Polen Capital Management, LLC
- Graham M. WardChief Financial Officer, Polen Capital Management, LLC
- John B. DoggettChief Administrative Officer, Polen Capital Management, LLC
13 more people named with Stanley on the same filings, with titles and firms. Free in Atlas with a free account.
See all 18 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stanley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.