Polen Capital
4 more allocators, 3 more funds, 10 more corporate plans and 11 more commitment rows
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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Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Umass Memorial Health Care Pension Plan | 3 | 0 | Pooled vehicles | Sep 30, 2023 | Sep 30, 2025 | |
| Modern Woodmen of America Employees' Retirement Plan | 3 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2024 | |
| Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United | 3 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2024 |
+4 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Funds on the tape
- Polen Focus Gr Coll Inv Trust6 rows
- Polen Focus Growth Collective Inves3 rows
- Polen Focus Growth Cit2 rows
+3 more funds on the tape
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Corporate and Taft-Hartley plans (Schedule C)
- Umass Memorial Health Care Pension Planplan years
- Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers Unitedplan years
- Upstate New York Bakery Drivers and Industry Pension Fundplan years
+10 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Umass Memorial Health Care Pension Plan | Polen Focus Gr Coll Inv Trustcollective trust | Pooled vehicles | $33.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | John Templeton Foundation | POLEN CAPITAL MANAGEMENT | Private equity | $197M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | Modern Woodmen of America Employees' Retirement Plan | Polen Focus Growth Citcollective trust | Pooled vehicles | $18.4M held | Disclosed holding | askebsa.dol.gov |
+11 more commitment 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 no longer appears on The New York Philharmonic Orchestra Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Polen Capitalaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSign, Pictorial and Display Union Local No. 591 Afl-Cio Pension FundPolen Capital no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Polen Capitalaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedNorthern California Tile Industry Defined Benefit Pension PlanPolen Capital appears on Northern California Tile Industry Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Polen Capitalaskebsa.dol.gov
Polen Capital sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+16 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.