Benjamin J. Santonelli
Analyst-Fixed Income at Polen Capital Credit LLC
Net worth: 253 841 $ as of 2024-06-29
Profile
Mr. Benjamin J.
Santonelli is a Portfolio Manager at Polen Capital Credit LLC.
He joined the firm in 2004 and has more than 17 years of experience in sourcing, analyzing, and managing investments across a variety of industries.
He is also a member of the Investment Review Committee.
Mr. Santonelli received his BA from Amherst College.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Polen Credit Opportunities Fund
inf% | 2023-08-27 | 25,435 ( inf% ) | 253 841 $ | 2024-06-29 |
Benjamin J. Santonelli active positions
| Companies | Position | Start |
|---|---|---|
Polen Capital Credit LLC
 Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Analyst-Fixed Income | 2003-12-31 |
Training of Benjamin J. Santonelli
| Amherst College | Undergraduate Degree |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Finance |
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