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POLEN CAPITAL MANAGEMENT, L.L.C. - Florida Company Profile

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Company Details

Entity Name: POLEN CAPITAL MANAGEMENT, L.L.C.
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 12 Jun 2007 (18 years ago)
Document Number: M07000003550
FEI/EIN Number 260319356

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL, 33431, US
Mail Address: 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL, 33431, US
ZIP code: 33431
City: Boca Raton
County: Palm Beach
Place of Formation: DELAWARE

Links between entities

Type:
Headquarter of
Company Number:
20191043579
State:
COLORADO

Key Officers & Management

Name Role Address
Moss Stanley C Chief Executive Officer 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL, 33431
Davidowitz Daniel Port 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL, 33431
Ficklin Damon Head 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL, 33431
- Agent -

Form 5500 Series

Employer Identification Number (EIN):
260319356
Plan Year:
2021
Number Of Participants:
117
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
89
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
74
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
57
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
45
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-02-26 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL 33431 -
CHANGE OF MAILING ADDRESS 2014-02-26 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL 33431 -
REGISTERED AGENT ADDRESS CHANGED 2011-02-11 1200 South Pine Island Road, Plantation, FL 33324 -

Documents

Name Date
ANNUAL REPORT 2025-02-10
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-15
ANNUAL REPORT 2022-03-11
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-02-15
ANNUAL REPORT 2018-02-27
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-25

Trademarks

Serial Number:
98893083
Mark:
POLEN CAPITAL
Status:
NON-FINAL ACTION - MAILED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-12-09
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
POLEN CAPITAL

Goods And Services

For:
Investment management; Financial services, namely, private equity fund investment services and investment of funds for others in the fields of securities and other financial instruments of companies in the nature of private and public debt and equity; financial planning and investment advisory servi...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98893080
Mark:
POLEN CAPITAL
Status:
NON-FINAL ACTION - MAILED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-12-09
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
POLEN CAPITAL

Goods And Services

For:
Investment management; Financial services, namely, private equity fund investment services and investment of funds for others in the fields of securities and other financial instruments of companies in the nature of private and public debt and equity; financial planning and investment advisory servi...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98893089
Mark:
GOING BEYOND.
Status:
NON-FINAL ACTION - MAILED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-12-09
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
GOING BEYOND.

Goods And Services

For:
Investment management; Financial services, namely, private equity fund investment services and investment of funds for others in the fields of securities and other financial instruments of companies in the nature of private and public debt and equity; financial planning and investment advisory servi...
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 01 Jul 2025

Sources: Florida Department of State