DFX Intelligence

B• I•••• C•••••• P•••••••• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(7)dropped

B• I•••• C•••••• P•••••••• L•••

advised by POLEN CAPITAL CREDIT, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:092a1d67-3f98-7c20-7714-6e6b6ca13287

Data as of Jun 17, 2016 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 28, 2012 to Jun 17, 2016
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B• I•••• C•••••• P•••••••• L•••

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: POLEN CAPITAL CREDIT, LLCCRD 108468
Fund type: Private Equity Fund
Latest reported GAV: $8,429••• Locked
Peak reported GAV: $6.7M
Beneficial owners: 11
Minimum investment: $5.0M
Owned by the adviser: 2200%
Owned by funds of funds: 800%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jun 17, 2016	$8,429	11

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
US BANK NATIONAL ASSOCIATION	US BANK NATIONAL ASSOCIATION	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← POLEN CAPITAL CREDIT, LLCRegistered adviserPrivate Equity Fund, IA, no longer reported
Mar 28, 2012 to Jun 17, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:092a1d67-3f98-7c20-7714-6e6b6ca13287
First observed: Mar 28, 2012
Last observed: Jun 17, 2016 124 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.