Investor · Waltham, MA

Polen Capital CLO Equity GP LLC

Open Polen in the network graph →

Filings

14

SEC Form D

Connections

48

co-filers

Capital

$107.2M

across filings

Active

Oct 2022

to Sep 2025

Most-connected co-filers (48)

Richie Investment Advisors, LLC · AUSTIN, TX9 shared Timothy J. Zak · Pittsburgh, PA6 shared Omri Lavie · Santa Monica, CA6 shared Brett A. Bingham · Denton, TX6 shared Delaware limited liability company Simplex Holdco, LLC · CHICAGO, IL6 shared Nancy L. Stern · CHICAGO, IL6 shared Susan Marshall · Indianapolis, IN6 shared Dane Mcdonald · Boulder, CO6 shared Thomas R. Litton, Jr · Norfolk, VA6 shared Saul R. Lubetski · New York, NY6 shared Joshua J. Schachter · Pittsburgh, PA6 shared Jordan E. Slone · Norfolk, VA6 shared Jay R. Zwiebel · Norfolk, VA6 shared Vermont CA Holdings Managing Co. GP, LP · Norfolk, VA6 shared Vermont CA Holdings GP, LLC · Norfolk, VA6 shared Neal Nath · CHICAGO, IL6 shared Ajay Royan · San Francisco, CA6 shared Pinchas R. Mendlovic · New York, NY6 shared Michael Hanna · Boston, MA6 shared Polen Capital Credit LLC · Woburn, MA5 shared Whitebark Core Fund Gp Llc · Incline Village, NV3 shared Thomas E. Mcconnon · San Francisco, CA3 shared Whitebark Core Fund Gp Llc · Incline Village, NV3 shared Whitebark Core Fund Gp Llc · Incline Village, NV3 shared

Recent filings (14)

Whitebark Core Onshore Fund LPSep 2025 · 8 co-filers Polen Capital CLO Equity Partners Fund LPSep 2025 · 5 co-filers$350.0M Polen Capital CLO Equity Partners Fund LPSep 2025 · 5 co-filers$350.0M Polen Capital CLO Equity Partners Fund LPAug 2025 · 5 co-filers$350.0M Polen Capital CLO Equity Partners Fund LPAug 2025 · 5 co-filers$350.0M Whitebark Core Onshore Fund LPSep 2024 · 8 co-filers Polen Capital CLO Equity Partners Fund LPSep 2024 · 5 co-filers$350.0M Polen Capital CLO Equity Partners Fund LPSep 2024 · 5 co-filers$350.0M Whitebark Core Onshore Fund LPSep 2024 · 12 co-filers HG Vermont CA II, LPFeb 2023 · 20 co-filers$7.5M Vermont CA Holdings, LPFeb 2023 · 20 co-filers$12.0M Vermont CA Select, LPFeb 2023 · 20 co-filers$6.0M Vermont CA Select, LPNov 2022 · 20 co-filers$6.9M HG Vermont CA II, LPNov 2022 · 20 co-filers$3.5M Vermont CA Holdings, LPNov 2022 · 20 co-filers$19.4M Ardian Americas Crossroads L.P.Nov 2022 · 20 co-filers$50.0M Golden Capital Co-Investments, L.P.Oct 2022 · 20 co-filers$100.0M

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Polen in the interactive graph →