# POLEN CAPITAL MANAGEMENT, LLC

POLEN CAPITAL MANAGEMENT, LLC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 106093
- Type: SEC-registered investment adviser
- SEC file number: 801-15180
- Location: 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 33431
- Phone: 1-561-241-2425
- Latest filing: 2026-05-04
- Regulatory AUM: $24.1B
- Discretionary AUM: $24.1B
- Clients: 168
- Accounts: 1,607

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (39)

_Showing 25 of 39 people._

| Name | Role | Location |
| --- | --- | --- |
| Martin Lee | DIRECTOR OF RESEARCH | Duarte, CA |
| Brian David Goldberg | GENERAL COUNSEL; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| Stanley Charles Moss | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Kevin M Dolsen | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & HEAD OF GLOBAL DISTRIBUTION | — |
| Graham Montgomery Ward | CHIEF FINANCIAL OFFICER | — |
| John Blackman Doggett | CHIEF ADMINISTRATIVE OFFICER | — |
| Rachel Roth Trock | CHIEF PEOPLE OFFICER | — |
| Jessica Jane Bashara | CHIEF OF STAFF TO CEO & HEAD OF CORPORATE DEVELOPMENT | — |
| Laura Ann Graff | HEAD OF PRODUCT STRATEGY; HEAD OF PRODUCT STRATEGY AND MARKETING | — |
| Daniel Adam Davidowitz | PORTFOLIO MANAGER & ANALYST; TRUSTEE | — |
| Damon Anson Ficklin | HEAD OF TEAM, PORTFOLIO MANAGER & ANALYST | — |
| Solomon Enrico Polen | CO-TRUSTEE | — |
| Daniel Nmn Polen | CO-TRUSTEE | — |
| Diana Beth Downey | CHIEF MARKETING OFFICER | — |
| Lauren Casey Walsh | CHIEF COMPLIANCE OFFICER | — |
| MOSS MATTHEW CHARLES | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; COO/CFO (+3 more) | — |
| SCHNEIDER KEVIN CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| POLEN DAVID MARTIN | DIRECTOR/PRESIDENT; PRESIDENT/DIRECTOR/CEO/CIO; SOLE SHAREHOLDER | — |
| DASHER KARL FRANKLIN | PRESIDENT | — |
| GUARASCI MICHAEL ERNEST | CHIEF OPERATING OFFICER | — |
| LYNCH ERIC KENDRICK | COO/DIR OF CLIENT SERVICE & MARKETING; COO/DIR OF CLIENT SERVICE & RESEARCH | — |
| DAVIDOWITZ DANIEL ADAM | CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER; CO-HEAD OF TEAM, PORTFOLIO MANAGER & ANALYST; HEAD OF THE LARGE COMPANY GROWTH TEAM AND PORTFOLIO MANAGER (+6 more) | — |
| FICKLIN DAMON ANSON | HEAD OF TEAM, PORTFOLIO MANAGER & ANALYST; PORTFOLIO MANAGER AND ANALYST; RESEARCH ANALYST | — |
| GUNTHER JOHN EDWARD | RELATIONSHIP MANAGER | — |
| PODBELSKI IAN SETH | RELATIONSHIP MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106093/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106093/similar
- Related entities: https://search.stillhousedata.com/firm/106093/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106093

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.