Form D · Other Investment Fund

Polen Capital CLO Equity Partners Fund LP

Waltham, MA · CIK 0002037212

Offering snapshot reported Sep 4, 2026 · SEC filing

Reported sold: $77.2M
Investors reported: 12
Minimum accepted: $0
First sale: Aug 30, 2024

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$67,160,000 → $77,160,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 4, 2026	Amendment	$77,160,000	$10,000,000vs Sep 11, 2025	12	SEC filing
Sep 11, 2025	Amendment	$67,160,000	No comparison	Not reported	SEC filing
Aug 11, 2025	Amendment	$20,000,000	No comparison	Not reported	SEC filing
Sep 12, 2024	Initial	$20,000,000	No comparison	1	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-523851

The Issuer is targeting a total capital commitment between $150,000,000 and $200,000,000, however the total capital commitment shall not exceed $350,000,000.

Source: Form D, filed Sep 4, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

POLEN CAPITAL CLO EQUITY PARTNERS FUND LP

Investment adviser: POLEN CAPITAL CREDIT, LLC

Gross asset value: $63.8M
Beneficial owners: 12
ADV minimum commitment: $1M

Reported in Form ADV on May 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS NEW YORK, New York, United States

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Marketer FULLBRIDGE CAPITAL MELBOURNE, Australia Related to adviser: No

Marketer SYNERGY CAPITAL MANAGEMENT, INC. TOKYO, Japan Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS
PCAOB 238

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28EN0NFVK49

Filing source

Form ADV 2101820 · May 4, 2026 · Schedule D 7.B.(1), fund 805-7621253554

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
General Partner Polen Capital Clo Equity Gp Llc	Promoter
Investment Manager Polen Capital Credit, Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1075 Main Street, Suite 320
Waltham, MA, 02451