AdvisorCensus / Financial advisors / Florida / Miami / Polen International Equity LLC
Polen International Equity LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.
Quick answers
From the filingHow is Polen International Equity LLC compensated?
On its Form ADV (Item 5.E, October 2026), Polen International Equity LLC reports these compensation arrangements: a percentage of assets under its management.
What does Polen International Equity LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated January 29, 2026 states: Asset-based fee: 1.25% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Polen International Equity LLC located?
Polen International Equity LLC's principal office is in Boca Raton, FL, according to its Form ADV; the February 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Polen International Equity LLC registered with the SEC or a state?
Polen International Equity LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340625.
How much does Polen International Equity LLC manage?
Polen International Equity LLC reports $0 in regulatory assets under management in its Form ADV filing dated January 29, 2026.
Does Polen International Equity LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340625
Does Polen International Equity LLC state an account minimum?
Its Form ADV Part 2A brochure dated January 29, 2026 says: "Polen International Equity generally requires a minimum account size of $ 10,000,000 to effectively implement its investment process."
What changed in Polen International Equity LLC's recent Form ADV filings?
In the April 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.25% of assets a year
The brochure's wording
Investment management fees are based on the market value of assets under management at the end of the calendar quarter. Investment management fees are 1.25% annually.
Fees may be negotiable at the sole discretion of the Advisor.
Account minimum: $10,000,000
The brochure's wording
Polen International Equity generally requires a minimum account size of $ 10,000,000 to effectively implement its investment process.
As stated in the firm's Form ADV Part 2A brochure dated January 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated January 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 14. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the February 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Polen International Equity LLC (CRD 340625): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625