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POLEN CAPITAL CREDIT, LLC

WALTHAM, MA · CRD 108468 · IAPD ↗ · polencapital.com · 781-283-8500

$6.13BRegulatory AUM
28Advisory reps
46Employees
1Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — POLEN CAPITAL CREDIT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — POLEN CAPITAL CREDIT, LLC grew from 23 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — POLEN CAPITAL CREDIT, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — POLEN CAPITAL CREDIT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — POLEN CAPITAL CREDIT, LLC grew from 17 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.