# 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.

- CRD: 340625
- Filed as: POLEN INTERNATIONAL EQUITY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340625
- AdvisorCensus page: https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625

## Quick answers

**How 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.

**How much does Polen International Equity LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 29, 2026)

- Asset-based fee: 1.25% of assets a year

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 14 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Chicago, IL
- Waltham, MA

### Websites listed on Form ADV (Item 1.I)
- polencapital.com

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Polen International Equity LLC (CRD 340625): Form ADV filing data as of October 2026.