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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeAsset manager · Boca Raton, FL
SEC-registered investment adviser · CRD 340625 · SEC 801-135446
At a glance
Polen International Equity LLC is an SEC-registered investment adviser based in Boca Raton, Florida, with $0 in regulatory assets under management as of its Form ADV filed January 29, 2026. By Form ADV it is a asset manager, ranked 2,881st of 3,218 asset managers and 16,866th of 17,210 SEC-registered advisers by assets.
Main office 561-241-2425polencapital.comAs filed on Form ADV
Polen International Equity LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Polen International Equity LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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Polen International Equity LLC reports $0 in regulatory assets under management, on its Form ADV filed January 29, 2026.
Polen International Equity LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Polen International Equity LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is Polen International Equity LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →