SourcingSourcing

POLEN INTERNATIONAL EQUITY LLC

C29
CRD 340625·SEC 801-135446·BOCA RATON, FL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POLEN INTERNATIONAL EQUITY LLC
CRD
340625
SEC file #
801-135446
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
14
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
01/29/2026
ADV-W filed at
—
Website
polencapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
POLEN CAPITAL MANAGEMENT, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
15
Control Persons
POLEN CAPITAL MANAGEMENT, LLC
LE, HUONG, MINH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
POLENCAPITAL.COM
Rdap Domain Creation Date
1998-02-06T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3927
Soi Zip Pct 200k Plus
0.2188
Soi Zip Returns 200k Plus
2050
Soi Zip Total AGI
2,809,516
Fdic Zip Total Deposits
73,009,541,000
Fdic Zip Branch Count
674
Fdic Zip Top Banks
Bank of America, National Association
Ohio Savings Bank, F.S.B.

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Boca Raton, FL
NationsBank of Florida, N.A.Boca Raton, FL
Fdic Zip HHI
499.12
Fdic Zip Top Bank Share Pct
14.42
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-05T05:00:00Z
Rdap Domain Last Changed
2020-11-16T15:52:43Z
Rdap Nameservers
Rocco.ns.cloudflare.comTani.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,097
Returns2,340
Stub 2
AGI54,115
Returns1,490
Stub 3
AGI68,568
Returns1,110
Soi Zip Total Business Income
55,657
Soi Zip Total Cap Gains
637,251
Soi Zip Total Dividends
205,707
Soi Zip Total Returns
9,370
Top Owner CRD
106093
Trust Company Affiliate
No

People (15)

15
POLEN CAPITAL MANAGEMENT, LLC
Direct Owner · 37.5%
106093
LE, HUONG, MINH
Direct Owner · 17.5%
3170011
REDDI, AJOY
Direct Owner · 17.5%
4092141
SINGHAL, MANEESH, ARVIND
Direct Owner · 17.5%
6398604
JIANYU C WANG
Direct Owner · 17.5%
5529438
BASHARA, JESSICA, JANE
Executive Officer · 2.5%
6344749
DAVIDOWITZ, DANIEL, ADAM
Executive Officer · 2.5%
5403878
DOGGETT, JOHN, BLACKMAN
Executive Officer · 2.5%
1712572
DOLSEN, KEVIN, M
Executive Officer · 2.5%
6352504
FICKLIN, DAMON, ANSON
Executive Officer · 2.5%
4720164
GOLDBERG, BRIAN, DAVID
Executive Officer · 2.5%
6403077
GRAFF, LAURA, ANN
Executive Officer · 2.5%
4819168
MOSS, STANLEY, CHARLES
Executive Officer · 2.5%
3182592
TROCK, RACHEL, ROTH
Executive Officer · 2.5%
4007341
WARD, GRAHAM, MONTGOMERY
Executive Officer · 2.5%
4842583