POLEN CAPITAL CREDIT, LLC

WALTHAM, Massachusetts·4 registered advisors·CRD# 108468

SEC# 801-550011781-283-8500

01

Firm Overview

AUM

$7.4B

Regulatory assets under management

Employees

52

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at POLEN CAPITAL CREDIT, LLC

4 registered advisors

Anthony Michael Ranaldi

WALTHAM, Massachusetts

David John Breazzano

WALTHAM, Massachusetts

John J. Russell Iv

WALTHAM, Massachusetts

Joshua Liam Mccarthy

WALTHAM, Massachusetts

05

Office Locations

WALTHAM, Massachusetts

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Data sourced from SEC Form ADV filings. POLEN CAPITAL CREDIT, LLC (CRD# 108468) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.