Thomas
Abbatacola

Polen Capital Management, LLC

CRD#4973788
Investment Advisor
in Geneva, IL

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About this Advisor

Thomas Abbatacola is a financial advisor based in Geneva, Illinois, working with Polen Capital Management, LLC. Thomas has previously held positions at Northwestern University Kellogg School Of Management, Invesco Distributors, Inc, Polen Capital Management, LLC, and Foreside Funds Distributors LLC. Thomas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Thomas is part of Polen Capital Management, LLC, which operates out of Geneva, Illinois. The firm has 1 office and 173 employees. The firm manages assets totaling $43.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Polen Capital Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Geneva, IL

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Polen Capital Management, LLC Brokerage Details

Total Assets Under Management

$43,238,955,480

IL Average: $1,855,561,029
Total Number of Employees

173

IL Average: 62
Total Number of Accounts

3,397

IL Average: 2,474
Average Account Size

$12,728,571

IL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Thomas Abbatacola Work History

2019 - Present (6 years)

Northwestern University Kellogg School Of Management

2019 - Present (6 years)

Polen Capital Management, LLC

2019 - Present (6 years)

Foreside Funds Distributors LLC

2010 - 2019 (9 years)

Invesco Distributors, Inc

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Disclosures

Please visit the SEC profile of Thomas Abbatacola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Polen Capital Management, LLC

Leonardo Gonzalez
Boca Raton, FL
Joshua Ojeda
Boca Raton, FL
Jessica Hargrett
Boca Raton, FL
Henri Pitkanen
Boca Raton, FL
Paul Fitzgerald
Boca Raton, FL
Daniel Mclennon
Boca Raton, FL
Gregory Moro
Boca Raton, FL
Thomas Abbatacola
Geneva, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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