POLEN CAPITAL CREDIT, LLC

1075 Main Street
Suite 320
Waltham, Massachusetts 02451
Tel: 781-283-8500

About POLEN CAPITAL CREDIT, LLC

POLEN CAPITAL CREDIT, LLC, formally registered with the SEC as POLEN CAPITAL CREDIT, LLC. The firm was established in 11/03/1997. They have over 2 offices throughout the country.

POLEN CAPITAL CREDIT, LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $7,442,603,913 assets under management, offering retirement planning & investment advisory services to 48 clients. The firm is staffed with 52 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108468
SEC#	801-55001
Assets Managed by Firm	$7,442,603,913
No. of Clients	48
No. of Advisors	52

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	48	$7,442,603,913
Pension and profit sharing plans	8	$2,518,940,525
Charitable organizations	2	$323,215,846
Other investment advisers	3	$913,106,121

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