Polen Capital Management LLC

Polen Capital Management LLC, also known as POLEN CAPITAL MANAGEMENT, LLC, is a Delaware-based Limited Liability Company established in 1980. With a staff strength of 72 employees, including 14 advisory roles, the firm has successfully served 28 clients. The SEC has approved its registration, as of the last reported status on April 7, 1980.

• BRIAN DAVID GOLDBERG

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DAMON ANSON FICKLIN

  PORTFOLIO MANAGER AND ANALYST owns more than 10% but less than 25%

• DANIEL ADAM DAVIDOWITZ

  HEAD OF THE LARGE COMPANY GROWTH TEAM AND PORTFOLIO MANAGER owns more than 25% but less than 50%

• IM SQUARE HOLDING 1 LLC

  MEMBER owns more than 10% but less than 25%

• POLEN CAPITAL MANAGEMENT, INC.

  MEMBER owns more than 5% but less than 10%

• STAN C. MOSS REVOCABLE TRUST

  MEMBER owns more than 25% but less than 50%

• STANLEY CHARLES MOSS

  CHIEF EXECUTIVE OFFICER owns less than 5%

• AMUNDI SA

  HOLDING COMPANY owns 75% or more

• AMUNDI VENTURES

  HOLDING COMPANY owns more than 25% but less than 50%

• CORAL GABLES TRUST

  TRUST COMPANY

• CRÉDIT AGRICOLE S.A.

  BANK HOLDING COMPANY owns more than 50% but less than 75%

• DANIEL (NMN) POLEN

  CO-TRUSTEE

• DAVID POLEN LIVING TRUST

  SHAREHOLDER

• EURAZEO SA

  HOLDING COMPANY owns 75% or more

• IM SQUARE SAS

  PARENT owns 75% or more

• LEGENDRE HOLDING 36

  HOLDING COMPANY owns more than 50% but less than 75%

• SAS RUE DE LA BOÉTIE

  HOLDING COMPANY owns more than 50% but less than 75%

• SOLOMON ENRICO POLEN

  CO-TRUSTEE

• STANLEY CHARLES MOSS

  TRUSTEE

• Whitestar Advisors LLC
• IPC Private Wealth Partners LLC
• Banyan Global Investment Advisors LLC
• Allfinancial Partners II LLC
• Summit Financial Group Inc
• Peerbackers Advisory LLC
• Stone Creek Capital Management LLC
• Newbridge Financial Services Group Inc
• Prescott General Partners LLC
• RED Oak Partners LLC

• Polen Capital Management LLC Q3 2022 vs Q4 2022: A Look at the Changes in Holdings

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