POLEN INTERNATIONAL EQUITY LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
14
Advisory reps
14

Firm details

Headquarters
BOCA RATON, Florida
CRD number
340625
Registered since
March 2, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Polen International Equity LLC is organized as a limited liability company and is registered with the SEC (registration year shown as 2026). The firm is reported as owned by a combination of a domestic entity and an individual, and it is identified as a related adviser—meaning it has an affiliation with another investment-advisory entity. Its regulatory classification is listed as unclassified. The adviser’s stated activity is portfolio management on behalf of businesses or institutional clients. Its compensation model is a percentage-of-assets-under-management fee. The firm is not identified as an active ESG investor, does not operate as a capital allocator, and is not designated as a multi-state adviser. Although the SEC registration appears recent, the data mark the firm as not newly formed. Industry affiliation is listed under a general “other investment adviser” category rather than a wirehouse, broker-dealer, or large RIA network.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 7
  • GRAHAM WARD

    Chief Financial OfficerCRD 4842583

  • KEVIN DOLSEN

    Chief Operating OfficerCRD 6352504

  • STANLEY MOSS

    Chief Executive OfficerCRD 3182592

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Contacts

3 of 7
  • AJOY REDDI

    Principal & Portfolio ManagerCRD 4092141

  • LAURA GRAFF

    Head of Product ManagementCRD 4819168

  • HUONG LE

    Research AnalystCRD 3170011

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
1825 NW Corporate Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth