Form D · Other Investment Fund
Polen Capital Global SMID Co Growth Fund
Woburn, MA · CIK 0001948690
Offering snapshot reported Apr 21, 2026 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 21, 2026 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jun 20, 2025 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Apr 12, 2024 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Oct 20, 2023 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Dec 1, 2022 | Initial | Yet to sell | No comparison | 0 | 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
- 021-466297
Source: Form D, filed Apr 21, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Global Trust Company | Director |
| Polen Capital Credit Llc | Promoter |
| Polen Capital Management, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
C/O Global Trust Company 12 Gill Street, Suite 2600
Woburn, MA, 01801
Woburn, MA, 01801