Polen Capital Credit, LLC
● SEC registered since 1997CRD 108468SEC# 801-55001Waltham, MA
Ranks #1,167 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$6.13B
Fund GAV
$230.4M
Private funds
3
Employees
46
Accounts
44
Location
Waltham, MA
Polen Capital Credit, LLC assets under management
Polen Capital Credit, LLC is an SEC-registered investment adviser based in Waltham, MA. The firm has been registered since 1997. It reports $6.1 billion in regulatory assets under management and employs 46 people. Polen Capital Credit, LLC manages 3 private funds with combined gross assets of $230.4 million, including Polen Capital Funds, LLC - Polen Capital Opportunistic High Yield Fund. By regulatory assets, it ranks 1,167 of 6,030 private fund managers.
Polen Capital Credit, LLC private funds
3 funds · $230.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Polen Capital Funds, LLC - Polen Capital Opportunistic High Yield Fund | Other Private | $142.5M | $2.5M |
| Polen Capital CLO Equity Partners Fund LP | Other Private | $63.8M | $1M |
| Polen Capital CLO Employee Holdings, LLC | Other Private | $24.2M | $25K |
Polen Capital Credit, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Goldberg | Secretary | Under 5% | 2022 |
| Joshua Liam McCarthy | Chief Compliance Officer/General Counsel | Under 5% | 2022 |
| Polen Capital Management, LLC Control | Member | Over 75% | 2022 |
| Stanley Charles Moss Control | Chief Executive Officer | Under 5% | 2022 |
| Daniel a. Davidowitz Revocable Trust Control | Limited Partner | 25-50% | 2022 |
| Daniel a. Davidowitz Revocable Trust Control | Member | 50-75% | 2022 |
| Daniel Adam Davidowitz Control | Trustee | — | 2022 |
| Polen Capital Holdings GP, LLC Control | General Partner | — | 2020 |
| Polen Capital Holdings, LP Control | Member | 50-75% | 2020 |
| Stan C. Moss Revocable Trust Control | Member | 50-75% | 2020 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Polen Capital Credit, LLC manage?
Polen Capital Credit, LLC reports $6.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Polen Capital Credit, LLC manage?
Polen Capital Credit, LLC manages 3 private funds with combined gross assets of $230.4 million.
How many employees does Polen Capital Credit, LLC have?
Polen Capital Credit, LLC reports 46 employees.
Where is Polen Capital Credit, LLC located?
Polen Capital Credit, LLC is based in Waltham, MA and has been SEC-registered since 1997.
Does Polen Capital Credit, LLC disclose fund performance?
Polen Capital Credit, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1075 Main Street, Suite 320, Waltham, MA 02451 |
| Phone | 781-283-8500 |
| Fax | 781-419-9180 |
| Office hours | 8:30 a.m.-5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.13B▼ 17%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,306 advisers
AUM vs fund managersTop 19%
Larger than 81% of 6,030 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 13%
More than 87% of 16,824 advisers
Assets under management
$6.13Bregulatory AUM
Discretionary $6.13B