← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（05/24/2024）
POLEN CAPITAL MANAGEMENT, LLC · 所有者与执行高管（CRD 106093）
机构事实页：POLEN CAPITAL MANAGEMENT, LLC 事实页 → | 官方原文：IAPD firm-summary/106093
Schedule A · 直接所有者（15 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| IM SQUARE HOLDING 1 LLC | 境内实体 | MEMBER | — | B |
| MOSS, STANLEY, CHARLES | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| POLEN FAMILY HOLDINGS, INC. | 境内实体 | MEMBER | — | A |
| DAVIDOWITZ, DANIEL, ADAM | 个人 | PORTFOLIO MANAGER & ANALYST | 是 | NA |
| GOLDBERG, BRIAN, DAVID | 个人 | GENERAL COUNSEL | 是 | NA |
| POLEN CAPITAL HOLDINGS LP | 境内实体 | MEMBER | 是 | D |
| FICKLIN, DAMON, ANSON | 个人 | HEAD OF TEAM, PORTFOLIO MANAGER & ANALYST | 是 | NA |
| GUARASCI, MICHAEL, ERNEST | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| DOLSEN, KEVIN, M | 个人 | HEAD OF DISTRIBUTION | 是 | NA |
| WARD, GRAHAM, MONTGOMERY | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| DOGGETT, JOHN, BLACKMAN | 个人 | CHIEF ADMINISTRATIVE OFFICER | 是 | NA |
| DOWNEY, DIANA, BETH | 个人 | CHIEF MARKETING OFFICER | 是 | NA |
| TROCK, RACHEL, ROTH | 个人 | CHIEF PEOPLE OFFICER | 是 | NA |
| GRUVER, JAMES, PAUL | 个人 | HEAD OF EMEA AND APAC | 是 | NA |
| WALSH, LAUREN, CASEY | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管（18 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| IM SQUARE SAS | PARENT | 是 |
| EURAZEO SE | HOLDING COMPANY | 是 |
| POLEN, SOLOMON, ENRICO | CO-TRUSTEE | 是 |
| POLEN, DANIEL, (NMN) | CO-TRUSTEE | 是 |
| LEGENDRE HOLDING 36 | HOLDING COMPANY | 是 |
| STAN C. MOSS REVOCABLE TRUST | LIMITED PARTNER | 是 |
| MOSS, STANLEY, CHARLES | TRUSTEE | 是 |
| POLEN CAPITAL HOLDINGS GP LLC | GENERAL PARTNER | 是 |
| DAVIDOWITZ, DANIEL, ADAM | TRUSTEE | 是 |
| STAN C. MOSS REVOCABLE TRUST | MEMBER | 是 |
| PCMI EXEMPT TRUST F/B/O SOLOMON POLEN | CLASS A SHAREHOLDER | 是 |
| PCMI EXEMPT TRUST F/B/O DANIEL POLEN | CLASS A SHAREHOLDER | 是 |
| CORAL GABLES TRUST | CO-TRUSTEE | 是 |
| CORAL GABLES TRUST | CO-TRUSTEE | 是 |
| IM SQUARE PARTNERS HOLDING | HOLDING COMPANY | 是 |
| DANIEL A. DAVIDOWITZ REVOCABLE TRUST | LIMITED PARTNER | 是 |
| DANIEL A. DAVIDOWITZ REVOCABLE TRUST | MEMBER | 是 |
| JC DECAUX HOLDING SAS | SHAREHOLDER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
