{
  "crd_number": 340625,
  "slug": "polen-international-equity-llc-boca-raton-fl-340625",
  "primary_business_name": "POLEN INTERNATIONAL EQUITY LLC",
  "legal_name": "POLEN INTERNATIONAL EQUITY LLC",
  "dbas": [],
  "city": "Boca Raton",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-02",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-01-29",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 14,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "MA"
  ],
  "websites": [
    "https://polencapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340625",
  "city_as_filed": "BOCA RATON",
  "url": "https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625",
  "display_name": "Polen International Equity LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Polen International Equity LLC (CRD 340625): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Polen International Equity LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Polen International Equity LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Polen International Equity LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Polen International Equity LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Polen International Equity LLC registered with the SEC or a state?",
      "a": "Polen International Equity LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340625."
    },
    {
      "q": "How much does Polen International Equity LLC manage?",
      "a": "Polen International Equity LLC reports $0 in regulatory assets under management in its Form ADV filing dated January 29, 2026."
    },
    {
      "q": "Does Polen International Equity LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Polen International Equity LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Polen International Equity LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1.25% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$10,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.25% of assets a year"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000,000"
        ],
        "quotes": [
          "Polen International Equity generally requires a minimum account size of $ 10,000,000 to effectively implement its investment process."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.25
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 10000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "Polen International Equity generally requires a minimum account size of $ 10,000,000 to effectively implement its investment process."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340625",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}