| filing_id | 2096328 | 2153560 | 2167401 | 2121533 | 2153560 | 2189405 | 2202041 | 2266472 | 2232935 | 2392452 | 2377015 | 2315640 | 2367773 | 2466843 | 2433156 | 2416079 | 2477168 | 2542247 | 2508666 | 2571559 | 2542247 | 2596616 | 2617280 | 2508666 | 2698100 | 2671522 | 2640281 | 2729177 | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| amend_id | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | ||||||||||||||||||||||||||||
| rec_type | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | CVR | ||||||||||||||||||||||||||||
| form_type | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | F635 | ||||||||||||||||||||||||||||
| sender_id | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | ||||||||||||||||||||||||||||
| filer_id | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | ||||||||||||||||||||||||||||
| entity_cd | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LEM | LCO | LEM | ||||||||||||||||||||||||||||
| filer_naml | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | ||||||||||||||||||||||||||||
| filer_namf | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| filer_namt | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| filer_nams | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| report_num | 000 | 000 | 000 | 000 | 001 | 000 | 000 | 000 | 000 | 000 | 000 | 000 | 000 | 000 | 000 | 000 | 000 | 000 | 000 | 000 | 001 | 000 | 000 | 001 | 000 | 000 | 000 | 000 | ||||||||||||||||||||||||||||
| rpt_date | 2016-10-26 00:00:00 | 2017-04-26 00:00:00 | 2017-07-14 00:00:00 | 2017-01-20 00:00:00 | 2017-08-28 00:00:00 | 2017-10-23 00:00:00 | 2018-01-16 00:00:00 | 2018-07-19 00:00:00 | 2018-04-19 00:00:00 | 2019-07-24 00:00:00 | 2019-04-25 00:00:00 | 2018-10-29 00:00:00 | 2019-03-18 00:00:00 | 2020-04-22 00:00:00 | 2020-01-22 00:00:00 | 2019-10-28 00:00:00 | 2020-07-07 00:00:00 | 2021-01-05 00:00:00 | 2020-10-02 00:00:00 | 2021-04-05 00:00:00 | 2021-06-14 00:00:00 | 2021-07-26 00:00:00 | 2021-10-20 00:00:00 | 2021-06-14 00:00:00 | 2022-07-14 00:00:00 | 2022-04-27 00:00:00 | 2022-01-28 00:00:00 | 2022-10-06 00:00:00 | ||||||||||||||||||||||||||||
| from_date | 2016-08-30 00:00:00 | 2017-01-01 00:00:00 | 2017-04-01 00:00:00 | 2016-10-01 00:00:00 | 2017-01-01 00:00:00 | 2017-07-01 00:00:00 | 2017-10-01 00:00:00 | 2018-04-01 00:00:00 | 2018-01-01 00:00:00 | 2019-04-01 00:00:00 | 2019-01-01 00:00:00 | 2018-07-01 00:00:00 | 2018-10-01 00:00:00 | 2020-01-01 00:00:00 | 2019-10-01 00:00:00 | 2019-07-01 00:00:00 | 2020-04-01 00:00:00 | 2020-10-01 00:00:00 | 2020-07-01 00:00:00 | 2021-01-01 00:00:00 | 2020-10-01 00:00:00 | 2021-04-01 00:00:00 | 2021-07-01 00:00:00 | 2020-07-01 00:00:00 | 2022-04-01 00:00:00 | 2022-01-01 00:00:00 | 2021-10-01 00:00:00 | 2022-07-01 00:00:00 | ||||||||||||||||||||||||||||
| thru_date | 2016-09-30 00:00:00 | 2017-03-31 00:00:00 | 2017-06-30 00:00:00 | 2016-12-31 00:00:00 | 2017-03-31 00:00:00 | 2017-09-30 00:00:00 | 2017-12-31 00:00:00 | 2018-06-30 00:00:00 | 2018-03-31 00:00:00 | 2019-06-30 00:00:00 | 2019-03-31 00:00:00 | 2018-09-30 00:00:00 | 2018-12-31 00:00:00 | 2020-03-31 00:00:00 | 2019-12-31 00:00:00 | 2019-09-30 00:00:00 | 2020-06-30 00:00:00 | 2020-12-31 00:00:00 | 2020-09-30 00:00:00 | 2021-03-31 00:00:00 | 2020-12-31 00:00:00 | 2021-06-30 00:00:00 | 2021-09-30 00:00:00 | 2020-09-30 00:00:00 | 2022-06-30 00:00:00 | 2022-03-31 00:00:00 | 2021-12-31 00:00:00 | 2022-09-30 00:00:00 | ||||||||||||||||||||||||||||
| cum_beg_dt | 2016-08-30 00:00:00 | 2017-01-01 00:00:00 | 2017-01-01 00:00:00 | 2016-08-30 00:00:00 | 2017-01-01 00:00:00 | 2017-01-01 00:00:00 | 2017-01-01 00:00:00 | 2018-01-01 00:00:00 | 2018-01-01 00:00:00 | 2019-01-01 00:00:00 | 2019-01-01 00:00:00 | 2018-01-01 00:00:00 | 2018-01-01 00:00:00 | 2020-01-01 00:00:00 | 2019-01-01 00:00:00 | 2019-01-01 00:00:00 | 2020-01-01 00:00:00 | 2020-01-01 00:00:00 | 2020-01-01 00:00:00 | 2021-01-01 00:00:00 | 2019-01-01 00:00:00 | 2021-01-01 00:00:00 | 2021-01-01 00:00:00 | 2019-01-01 00:00:00 | 2021-01-01 00:00:00 | 2021-01-01 00:00:00 | 2021-01-01 00:00:00 | 2021-01-01 00:00:00 | ||||||||||||||||||||||||||||
| firm_id | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| firm_name | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| firm_city | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | ||||||||||||||||||||||||||||
| firm_st | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | ||||||||||||||||||||||||||||
| firm_zip4 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | ||||||||||||||||||||||||||||
| firm_phon | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | ||||||||||||||||||||||||||||
| mail_city | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| mail_st | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| mail_zip4 | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| mail_phon | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| sig_date | 2016-10-26 00:00:00 | 2017-04-26 00:00:00 | 2017-07-14 00:00:00 | 2017-01-20 00:00:00 | 2017-08-28 00:00:00 | 2017-10-23 00:00:00 | 2018-01-16 00:00:00 | 2018-07-19 00:00:00 | 2018-04-19 00:00:00 | 2019-07-24 00:00:00 | 2019-04-25 00:00:00 | 2018-10-29 00:00:00 | 2018-03-18 00:00:00 | 2020-04-22 00:00:00 | 2020-01-22 00:00:00 | 2019-10-28 00:00:00 | 2020-07-07 00:00:00 | 2021-01-05 00:00:00 | 2020-10-02 00:00:00 | 2021-04-05 00:00:00 | 2021-06-14 00:00:00 | 2021-07-26 00:00:00 | 2021-11-20 00:00:00 | 2021-06-14 00:00:00 | 2022-07-14 00:00:00 | 2022-04-27 00:00:00 | 2022-01-28 00:00:00 | 2022-10-06 00:00:00 | ||||||||||||||||||||||||||||
| sig_loc | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, Florida | Boca Raton, Florida | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, FL | Boca Raton, Florida | ||||||||||||||||||||||||||||
| sig_naml | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | ||||||||||||||||||||||||||||
| sig_namf | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | ||||||||||||||||||||||||||||
| sig_namt | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| sig_nams | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| prn_naml | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | ||||||||||||||||||||||||||||
| prn_namf | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | Brian | ||||||||||||||||||||||||||||
| prn_namt | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| prn_nams | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| sig_title | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | General Counsel and CCO | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | General Counsel and CCO | General Counsel and CCO | General Counsel and CCO | General Counsel and CCO | General Counsel and CCO | General Counsel and CCO | General Counsel and CCO | General Counsel and CCO | ||||||||||||||||||||||||||||
| nopart1_cb | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| nopart2_cb | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| part1_1_cb | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| part1_2_cb | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| ctrib_n_cb | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | X | ||||||||||||||||||||||||||||
| ctrib_y_cb | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| lby_actvty | none (only lobbied Contra Costa County regarding investment management services) | lobbied UC Regents regarding investment management services | lobbied UC Regents regarding investment management services | lobbied UC Regents at state level regarding investment management services (also lobbied Contra Costa County regarding investment management services) | lobbied UC Regents regarding investment management services | none to report for this period | Lobbied the California Public Employees' Retirement System regarding investment management services | None to report for this period (only lobbied Tulare County regarding investment management services) | None to report for this period (only lobbied Sacramento County, San Joaquin County, Sonoma County, Contra Costa County, and San Jose City regarding investment management services) | None to report for this period | Lobbied Bay Area Rapid Transit regarding regarding investment management services | Lobbied UC Regents at state level regarding regarding investment management services (also lobbied Contra Costa County and LA Fire & Police regarding investment management services) | Lobbied UC Regents at state level regarding regarding investment management services (also lobbied Sacramento Country Employees Retirement Association regarding investment management services) | None to report for this period | None to report for this period | None to report for this period | None to report for this period | None to report for this period | None to report for this period | None to report for this period | None to report for this period | None to report for this period | None to report for this period | None to report for this period | None to report for this period | Lobbied the California State Teachers' Retirement System regarding investment management services | None to report for this period | None to report for this period | ||||||||||||||||||||||||||||
| lobby_n_cb | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| lobby_y_cb | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| major_naml | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| major_namf | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| major_namt | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| major_nams | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| rcpcmte_nm | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||||||||||||||
| rcpcmte_id | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None |
| filing_id | 2072605 | 2111008 | 2328119 | 2328119 | 2536172 | 2536172 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| amend_id | 0 | 0 | 0 | 1 | 0 | 1 | ||||||
| rec_type | CVR | CVR | CVR | CVR | CVR | CVR | ||||||
| form_type | F603 | F603 | F603 | F603 | F603 | F603 | ||||||
| sender_id | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | ||||||
| filer_id | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | ||||||
| entity_cd | LEM | LEM | LEM | LEM | LEM | LEM | ||||||
| filer_naml | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | ||||||
| filer_namf | None | None | None | None | None | None | ||||||
| filer_namt | None | None | None | None | None | None | ||||||
| filer_nams | None | None | None | None | None | None | ||||||
| report_num | 000 | 000 | 000 | 001 | 000 | 001 | ||||||
| rpt_date | 2016-08-30 00:00:00 | 2016-12-14 00:00:00 | 2018-12-14 00:00:00 | 2019-01-30 00:00:00 | 2020-12-03 00:00:00 | 2022-07-21 00:00:00 | ||||||
| ls_beg_yr | 2015 | 2017 | 2019 | 2019 | 2021 | 2021 | ||||||
| ls_end_yr | 2016 | 2018 | 2020 | 2020 | 2022 | 2022 | ||||||
| qual_date | 2016-08-30 00:00:00 | None | None | None | None | None | ||||||
| eff_date | None | None | None | None | None | None | ||||||
| bus_city | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | ||||||
| bus_st | FL | FL | FL | FL | FL | FL | ||||||
| bus_zip4 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | ||||||
| bus_phon | None | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | ||||||
| bus_fax | None | None | None | None | 5612412710 | 5612412710 | ||||||
| bus_email | None | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | ||||||
| mail_city | None | None | None | None | None | None | ||||||
| mail_st | None | None | None | None | None | None | ||||||
| mail_zip4 | None | None | None | None | None | None | ||||||
| mail_phon | None | None | None | None | None | None | ||||||
| sig_date | 2016-08-30 00:00:00 | 2016-12-14 00:00:00 | 2018-12-11 00:00:00 | 2019-01-30 00:00:00 | 2020-11-19 00:00:00 | 2022-07-21 00:00:00 | ||||||
| sig_loc | None | None | None | None | None | None | ||||||
| sig_naml | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | ||||||
| sig_namf | Brian | Brian | Brian | Brian | Brian | Brian | ||||||
| sig_namt | None | None | None | None | None | None | ||||||
| sig_nams | None | None | None | None | None | None | ||||||
| prn_naml | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | Goldberg | ||||||
| prn_namf | Brian | Brian | Brian | Brian | Brian | Brian | ||||||
| prn_namt | None | None | None | None | None | None | ||||||
| prn_nams | None | None | None | None | None | None | ||||||
| sig_title | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | Chief Compliance Officer | General Counsel and Chief Compliance Officer | General Counsel and CCO | ||||||
| stmt_firm | None | None | None | None | None | None | ||||||
| ind_cb | None | None | None | None | None | None | ||||||
| bus_cb | X | X | X | X | X | X | ||||||
| trade_cb | None | None | None | None | None | None | ||||||
| oth_cb | None | None | None | None | None | None | ||||||
| a_b_name | None | None | None | None | None | None | ||||||
| a_b_city | None | None | None | None | None | None | ||||||
| a_b_st | None | None | None | None | None | None | ||||||
| a_b_zip4 | None | None | None | None | None | None | ||||||
| descrip_1 | None | None | None | None | None | None | ||||||
| descrip_2 | investment management | investment management | Investment management | Investment management | Investment management | Investment management | ||||||
| c_less50 | None | None | None | None | None | None | ||||||
| c_more50 | None | None | None | None | None | None | ||||||
| ind_class | None | None | None | None | None | None | ||||||
| ind_descr | None | None | None | None | None | None | ||||||
| bus_class | FIN | FIN | FIN | FIN | FIN | FIN | ||||||
| bus_descr | None | None | None | None | None | None | ||||||
| auth_name | None | None | None | None | None | None | ||||||
| auth_city | None | None | None | None | None | None | ||||||
| auth_st | None | None | None | None | None | None | ||||||
| auth_zip4 | None | None | None | None | None | None | ||||||
| lobby_int | None | investments | None | None | Investments | Investments | ||||||
| influen_yn | None | Y | Y | Y | Y | Y | ||||||
| firm_name | None | None | None | None | None | None | ||||||
| newcert_cb | None | None | None | None | None | None | ||||||
| rencert_cb | None | None | None | None | None | None | ||||||
| complet_dt | None | None | None | None | None | None | ||||||
| lby_reg_cb | None | None | None | None | None | None | ||||||
| lby_604_cb | None | None | None | None | None | None | ||||||
| st_leg_yn | None | None | None | None | None | None | ||||||
| st_agency | None | None | None | None | None | None | ||||||
| lobby_cb | None | None | None | None | None | None | ||||||
| l_firm_cb | None | None | None | None | None | None |
| filer_id | 1389136 | 1389136 | 1389136 | 1389136 | ||||
|---|---|---|---|---|---|---|---|---|
| adrid | 2413629 | 2404761 | 2467056 | 2506038 | ||||
| effect_dt | 2017-01-01 00:00:00 | 2016-08-30 00:00:00 | 2019-01-01 00:00:00 | 2021-01-01 00:00:00 | ||||
| add_type | 7051 | 7051 | 7051 | 7051 | ||||
| session_id | 2017 | 2015 | 2019 | 2021 |
| filer_id | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | |||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| filing_id | 2153560 | 2392452 | 2571559 | 2189405 | 2232935 | 2328119 | 2202041 | 2315640 | 2072605 | 2078651 | 2096328 | 2121533 | 2111008 | 2115078 | 2153560 | 2167401 | 2328119 | 2266472 | 2477168 | 2536172 | 2508666 | 2377015 | 2416079 | 2542247 | 2508666 | 2337671 | 2367773 | 2433156 | 2466843 | 2542228 | 2536172 | 2542247 | 2671522 | 2704206 | 2596616 | 2698100 | 2640281 | 2617280 | 2729177 | |||||||||||||||||||||||||||||||||||||||
| period_id | 229 | 238 | 245 | 231 | 233 | 236 | 232 | 235 | 227 | None | 227 | 228 | 228 | None | 229 | 230 | 237 | 234 | 242 | 244 | 243 | 237 | 239 | 244 | 243 | None | 236 | 240 | 241 | None | 251 | 244 | 249 | None | 246 | 250 | 248 | 247 | 251 | |||||||||||||||||||||||||||||||||||||||
| form_id | F635 | F635 | F635 | F635 | F635 | F603 | F635 | F635 | F603 | F603 | F635 | F635 | F603 | F603 | F635 | F635 | F603 | F635 | F635 | F603 | F635 | F635 | F635 | F635 | F635 | F603 | F635 | F635 | F635 | F603 | F603 | F635 | F635 | F605 | F635 | F635 | F635 | F635 | F635 | |||||||||||||||||||||||||||||||||||||||
| filing_sequence | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||||||||||||||||||||||||||||||||||||||
| filing_date | 2017-08-28 00:00:00 | 2019-07-24 00:00:00 | 2021-04-05 00:00:00 | 2017-10-23 00:00:00 | 2018-04-19 00:00:00 | 2018-12-14 00:00:00 | 2018-01-16 00:00:00 | 2018-10-29 00:00:00 | 2016-08-30 00:00:00 | 2016-09-12 00:00:00 | 2016-10-26 00:00:00 | 2017-01-20 00:00:00 | 2016-12-14 00:00:00 | 2016-12-21 00:00:00 | 2017-04-26 00:00:00 | 2017-07-14 00:00:00 | 2019-01-30 00:00:00 | 2018-07-19 00:00:00 | 2020-07-07 00:00:00 | 2020-12-03 00:00:00 | 2020-10-02 00:00:00 | 2019-04-25 00:00:00 | 2019-10-28 00:00:00 | 2021-01-05 00:00:00 | 2021-06-14 00:00:00 | 2018-12-13 00:00:00 | 2019-03-18 00:00:00 | 2020-01-22 00:00:00 | 2020-04-22 00:00:00 | 2020-12-08 00:00:00 | 2022-07-21 00:00:00 | 2021-06-14 00:00:00 | 2022-04-27 00:00:00 | 2022-07-22 00:00:00 | 2021-07-26 00:00:00 | 2022-07-14 00:00:00 | 2022-01-28 00:00:00 | 2021-10-20 00:00:00 | 2022-10-06 00:00:00 | |||||||||||||||||||||||||||||||||||||||
| stmnt_type | 10002 | 10001 | 10001 | 10001 | 10001 | 10001 | 10001 | 10001 | 10001 | 10005 | 10001 | 10001 | 10001 | 10005 | 10001 | 10001 | 10002 | 10001 | 10001 | 10001 | 10001 | 10001 | 10001 | 10001 | 10002 | 10005 | 10001 | 10001 | 10001 | 10001 | 10002 | 10002 | 10001 | 10002 | 10001 | 10001 | 10001 | 10001 | 10001 | |||||||||||||||||||||||||||||||||||||||
| stmnt_status | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11003 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11003 | 11001 | 11001 | 11003 | 11003 | 11003 | 11003 | |||||||||||||||||||||||||||||||||||||||
| session_id | 2017 | 2019 | 2021 | 2017 | 2017 | 2019 | 2017 | 2017 | 2015 | 2015 | 2015 | 2015 | 2017 | 2017 | 2017 | 2017 | 2019 | 2017 | 2019 | 2021 | 2019 | 2019 | 2019 | 2019 | 2019 | 2019 | 2017 | 2019 | 2019 | 2021 | 2021 | 2019 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | 2021 | |||||||||||||||||||||||||||||||||||||||
| user_id | AGLADNEY | SUSHAKOV | GTAYLOR | AGLADNEY | AGLADNEY | SARRIAGA | AGLADNEY | AGLADNEY | YRODRIGU | YRODRIGU | AGLADNEY | AGLADNEY | PBANFORD | PBANFORD | AGLADNEY | AGLADNEY | CAFILER | AGLADNEY | VUKSTINA | CVANLIEW | GTAYLOR | VUKSTINA | VUKSTINA | GTAYLOR | GTAYLOR | SARRIAGA | KBANH | GTAYLOR | SUSHAKOV | CVANLIEW | MMERCHANT | GTAYLOR | CAFILER | MMERCHANT | GTAYLOR | CAFILER | CAFILER | CAFILER | CAFILER | |||||||||||||||||||||||||||||||||||||||
| special_audit | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | 11003 | |||||||||||||||||||||||||||||||||||||||
| fine_audit | 11001 | 11001 | 11001 | 11001 | 11001 | 11003 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11001 | 11003 | 11001 | 11001 | 11003 | 11001 | 11001 | 11001 | 11001 | 11001 | 11003 | 11001 | 11001 | 11001 | 11003 | 11003 | 11001 | 11003 | 11003 | 11001 | 11003 | 11003 | 11003 | 11003 | |||||||||||||||||||||||||||||||||||||||
| rpt_start | 2017-01-01 00:00:00 | 2019-04-01 00:00:00 | 2021-01-01 00:00:00 | 2017-07-01 00:00:00 | 2018-01-01 00:00:00 | 2018-12-14 00:00:00 | 2017-10-01 00:00:00 | 2018-07-01 00:00:00 | 2016-08-30 00:00:00 | 1900-01-01 00:00:00 | 2016-08-30 00:00:00 | 2016-10-01 00:00:00 | 2016-12-14 00:00:00 | 1900-01-01 00:00:00 | 2017-01-01 00:00:00 | 2017-04-01 00:00:00 | 2019-01-30 00:00:00 | 2018-04-01 00:00:00 | 2020-04-01 00:00:00 | 2020-12-03 00:00:00 | 2020-07-01 00:00:00 | 2019-01-01 00:00:00 | 2019-07-01 00:00:00 | 2020-10-01 00:00:00 | 2020-07-01 00:00:00 | 1900-01-01 00:00:00 | 2018-10-01 00:00:00 | 2019-10-01 00:00:00 | 2020-01-01 00:00:00 | 1900-01-01 00:00:00 | 2022-07-21 00:00:00 | 2020-10-01 00:00:00 | 2022-01-01 00:00:00 | 1900-01-01 00:00:00 | 2021-04-01 00:00:00 | 2022-04-01 00:00:00 | 2021-10-01 00:00:00 | 2021-07-01 00:00:00 | 2022-07-01 00:00:00 | |||||||||||||||||||||||||||||||||||||||
| rpt_end | 2017-03-31 00:00:00 | 2019-06-30 00:00:00 | 2021-03-31 00:00:00 | 2017-09-30 00:00:00 | 2018-03-31 00:00:00 | 2018-12-14 00:00:00 | 2017-12-31 00:00:00 | 2018-09-30 00:00:00 | 2016-08-30 00:00:00 | 1900-01-01 00:00:00 | 2016-09-30 00:00:00 | 2016-12-31 00:00:00 | 2016-12-14 00:00:00 | 1900-01-01 00:00:00 | 2017-03-31 00:00:00 | 2017-06-30 00:00:00 | 2019-01-30 00:00:00 | 2018-06-30 00:00:00 | 2020-06-30 00:00:00 | 2020-12-03 00:00:00 | 2020-09-30 00:00:00 | 2019-03-31 00:00:00 | 2019-09-30 00:00:00 | 2020-12-31 00:00:00 | 2020-09-30 00:00:00 | 1900-01-01 00:00:00 | 2018-12-31 00:00:00 | 2019-12-31 00:00:00 | 2020-03-31 00:00:00 | 1900-01-01 00:00:00 | 2022-07-21 00:00:00 | 2020-12-31 00:00:00 | 2022-03-31 00:00:00 | 1900-01-01 00:00:00 | 2021-06-30 00:00:00 | 2022-06-30 00:00:00 | 2021-12-31 00:00:00 | 2021-09-30 00:00:00 | 2022-09-30 00:00:00 | |||||||||||||||||||||||||||||||||||||||
| rpt_date | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | |||||||||||||||||||||||||||||||||||||||
| filing_type | 22006 | 22006 | 22006 | 22006 | 22006 | 22006 | 22006 | 22006 | 22006 | None | 22006 | 22006 | 22006 | None | 22006 | 22006 | 22006 | 22006 | 22006 | 22006 | 22006 | 22006 | 22006 | 22006 | 22006 | None | 22006 | 22006 | 22006 | None | 22006 | 22006 | 22006 | None | 22006 | 22006 | 22006 | 22006 | 22006 |
| filer_id | 1389136 | 1389136 | 1389136 | 1389136 | ||||
|---|---|---|---|---|---|---|---|---|
| session_id | 2021 | 2017 | 2015 | 2019 | ||||
| interest_cd | 40304 | 40304 | 40304 | 40304 | ||||
| effect_date | 2021-01-01 00:00:00 | 2017-01-01 00:00:00 | 2016-08-30 00:00:00 | 2019-01-01 00:00:00 |
| filer_id | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| filer_type | 2 | 2 | 2 | 2 | 2 | |||||
| active | Y | Y | Y | Y | T | |||||
| race | None | None | None | 0 | None | |||||
| session_id | 2019 | 2021 | 2017 | 2015 | 2021 | |||||
| category | None | None | None | 0 | None | |||||
| category_type | None | None | None | 0 | None | |||||
| sub_category | None | None | None | 0 | None | |||||
| effect_dt | 2019-01-01 00:00:00 | 2021-01-01 00:00:00 | 2017-01-01 00:00:00 | 2016-08-30 00:00:00 | 2022-07-19 00:00:00 | |||||
| sub_category_type | None | None | None | 0 | None | |||||
| election_type | None | None | None | 0 | None | |||||
| sub_category_a | None | None | None | None | None | |||||
| nyq_dt | None | None | None | None | None | |||||
| party_cd | None | None | None | 0 | None | |||||
| county_cd | None | None | None | 0 | None | |||||
| district_cd | None | None | None | 0 | None |
| filer_id | 1389136 | |
|---|---|---|
| xref_id | 1389136 | |
| effect_dt | 2016-08-26 00:00:00 | |
| migration_source | CLAIMS |
| xref_filer_id | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| filer_id | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | 1389136 | ||||||||||||||||
| filer_type | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | EMPLOYER | ||||||||||||||||
| status | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | TERMINATED | ||||||||||||||||
| effect_dt | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | 2022-07-19 00:00:00 | ||||||||||||||||
| naml | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | POLEN CAPITAL MANAGEMENT, LLC | ||||||||||||||||
| namf | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||
| namt | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||
| nams | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||
| adr1 | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||
| adr2 | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | ||||||||||||||||
| city | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | BOCA RATON | ||||||||||||||||
| st | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | FL | ||||||||||||||||
| zip4 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | 33431 | ||||||||||||||||
| phon | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | 5612412425 | ||||||||||||||||
| fax | None | 5612412710 | 5612412710 | None | 5612412710 | 5612412710 | None | 5612412710 | 5612412710 | None | 5612412710 | 5612412710 | ||||||||||||||||||||
| [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] | [email protected] |
| filer_id | 1389136 |
|---|
| filer_id | 1389136 | 1389136 | ||
|---|---|---|---|---|
| filing_file_name | 124396.cal | 124575.cal | ||
| received_date | 2019-01-30 00:00:00 | 2019-01-30 00:00:00 | ||
| filing_directory | /cafiler/disclose/ca99/temp | /cafiler/disclose/ca99/temp | ||
| filing_id | None | None | ||
| form_id | None | None | ||
| receive_comment | Filing did not pass validation | Filing did not pass validation |