Form D · Other Investment Fund
Polen Capital Total Return Credit Fund
Woburn, MA · CIK 0001977983
Offering snapshot reported Apr 22, 2026 · SEC filing
- Reported sold
- $0 Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $2.5M Reported outside-investor minimum
- First sale
- Jul 25, 2023 As reported in this filing
Fundraising history
Reported soldDates 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$6,446,660 → $0
- Reported investors1 → 0
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 22, 2026 | Amendment | $0 | -$6,446,660vs Jun 23, 2025 | 0 | SEC filing |
| Jun 23, 2025 | Amendment | $6,446,660 | No comparison | 1 | SEC filing |
| Apr 12, 2024 | Amendment | $17,945,833 | No comparison | 1 | SEC filing |
| Jun 23, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-484997
Source: Form D, filed Apr 22, 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 |
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