This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$997,037Item 5.F on the latest filing (2020-02-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$997,037

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

Individual clients

0

High net worth clients

0

SEC number

801-118282

CRD

307712

Filings on the tape

1

First filed

Feb 20, 2020

Latest filed

Feb 20, 2020

Organised

Limited Liability Partnership

• Occurred

  Feb 20, 2020
  First Form ADV filing

  Polen Capital Uk Llp filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e1d7713f-18d3-fe1e-db68-1eb5c62193ef

First observed

Feb 20, 2020

Last observed

Feb 20, 2020 80 months ago

Source families

Federal regulator filings

3 registered feeds 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.