Form D · Hedge Fund
Polen Vision Fund, LLC
Chicago, IL · CIK 0001528318
Offering snapshot reported Apr 21, 2026 · SEC filing
- Reported sold
- $20K Offering amount: $20K
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 1, 2025 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 | Initial | $20,000 | No comparison | 1 | SEC filing |
| Jun 26, 2024 | Initial | $58,000 | No comparison | 1 | SEC filing |
| May 13, 2022 | Amendment | $5,600,000 | $5,000,000vs May 14, 2021 | 5 | SEC filing |
| May 14, 2021 | Amendment | $600,000 | $350,000vs May 15, 2020 | 4 | SEC filing |
| May 15, 2020 | Amendment | $250,000 | $0vs May 15, 2019 | 1 | SEC filing |
| May 15, 2019 | Amendment | $250,000 | $0vs May 15, 2018 | 1 | SEC filing |
| May 15, 2018 | Initial | $250,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-581312
Limited Liability Company Interests
Source: Form D, filed Apr 21, 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 VISION FUND, LLC
Investment adviser: POLEN CAPITAL MANAGEMENT, LLC
- Gross asset value
- $85.1M
- Beneficial owners
- 24
- ADV minimum commitment
- $250K
Reported in Form ADV on Sep 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
TOPEL FORMAN, LLC
PCAOB 5181
JEFFERIES LLC
SEC 8-15074
JEFFERIES LLC
CRD 2347 · SEC 8-15074
Filing source
Form ADV 2130099 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-6788679237
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.
| Name | Reported role |
|---|---|
| N/A Bosun Asset Management, Llc | Director |
| Michael Brodsky | Executive |
| Jim Cunnane | Director, Executive |
| Kevin Dolsen | Executive |
| Ellen Freeman | Director, Executive |
| Brian Goldberg | Executive |
| Laura Moret | Executive |
| Stan Moss | Executive |
| N/A Polen Capital Management, Llc | Director |
| Michael Rapelyea | Executive |
| Debbra Schoneman | Director |
| Adam Steffanus | Director, Executive |
| Susan Steiner | Executive |
| Matthew Swaim | Director |
| Graham Ward | Executive |
| Bruce Zessar | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60611