$2.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pathway beaconDelta
- Established Date
- 01-26-2002
- Office Locations
- 1
Office Locations
-- Yorktown IN
About Poling Capital Management, LLC
Poling Capital Management (polencapital.com) offers active investment strategies across growth equity and credit, including quality growth, small-company growth, global emerging markets, leveraged credit, and collateralized loan obligations (CLOs). The firm publishes manager insights through its Thought Capital commentary, a useful signal of research cadence and product breadth for distribution teams.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$759.6K AVG AUM / CLIENT
24.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Prime insight Harbor Radial momentum Pioneer Foundation
Client Personas
Foundation
CRM
Vector catalyst
Custodian
Alpha Crest ember Fusion ridge Delta Frontier Harbor pathway Delta crest Capital Wave Focus Crest Frontier
Investment Themes
Harbor insight Optima insight Pathway Atlas focus Capital Atlas Catalyst north
Investment Vehicles
Meridian Bridge prime Insight vector
Platform
Radial alpha
Services
Frontier glacier Pathway meridian Prime
Technology
Horizon Pioneer
Owner & Executives
D
DOUGLAS E. POLING
Manager, Vice President
- CRD
- #4482239
- Ownership
- 75% or more
(597) 374-2985
frontier.eagle@vectorcapital.com
in linkedin.com/in/element-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,278,784 | -- |
| Total | $2,278,784 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,278,784
Equity - Exchange:
56.9% Cash:
43.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,404,785,630 | 56.9% |
| Cash | $1,821,551,153 | 43.1% |
| Total | $4,226,336,783 | 100.0% |