POLEN CAPITAL CLO MANAGEMENT, LLC of WALTHAM, MA is an SEC-registered investment adviser (CRD 330470). Regulatory assets under management: $808.4M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Brian David Goldberg | SECRETARY | — |
| Stanley Charles Moss | PRESIDENT/CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Daniel Adam Davidowitz | TRUSTEE | — |
| Joshua Liam Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| MOSS MATTHEW CHARLES | PRESIDENT/CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| MCCARTHY JOSHUA LIAM | CHIEF COMPLIANCE OFFICER | — |
| DAVIDOWITZ DANIEL ADAM | TRUSTEE | — |
| GOLDBERG DAVID | SECRETARY | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| POLEN CAPITAL CLO 2025-1, LTD. | Securitized Asset Fund | Cayman Islands | 0 | $405.8M | — |
| POLEN CAPITAL CLO 2025-2, LTD. | Securitized Asset Fund | Cayman Islands | 0 | $402.6M | — |
| City | State | Employees | Phone |
|---|---|---|---|
| LONDON | — | 4 | 44 20 8057 045 |
| LONDON | — | 4 | 44 20 8057 045 |
| BOCA RATON | FL | 2 | 561-241-2425 |
| BOCA RATON | FL | 2 | 561-241-2425 |