DFX Intelligence
Polen Capital Management
unclassified· FL
unclassified
75 more Schedule C rows and 6 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
2 allocators
- Michiana Area Electrical Workers Pension Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
- Glasgow, Inc. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
78 rows, $16.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| U.A. Local No. 393 Defined Benefit Pension Plan | 2024 | 28 51 | NONE | $1.3M |
| Iuoe Stationary Engineers Local 39 Pension Plan | 2024 | 28 51 | NONE | $749,044 |
| Local 351 Ibew Pension Plan | 2024 | 51 | NONE | $471,135 |
+75 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Polen Capital Management LLC no longer appears on NEW York District Council of Carpenters Pension Pl's Schedule C as investment manager (plan year 2024 vs 2023)with Polen Capital Managementaskebsa.dol.gov
- Polen Capital Management, LLC appears on Homeland Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Polen Capital Managementaskebsa.dol.gov
- Polen Capital Management no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Polen Capital Managementaskebsa.dol.gov
- Polen Capital no longer appears on Sheet Metal Workers Local No. 20, Indianapolis Are's Schedule C as investment manager (plan year 2024 vs 2023)with Polen Capital Managementaskebsa.dol.gov
- Polen Capital Management LLC no longer appears on General Building Laborers' Local 66 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Polen Capital Managementaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.