Polygon Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Sausalito, California
CRD number
159143
Registered since
January 30, 2013

Firm profile

FINTRX

Overview

Polygon Capital Advisors, LLC is organized as a limited liability company and registered with the SEC since 2013. FINTRX classifies the firm as unclassified, and identifies its ownership as a mix of a domestic entity and an individual. The available profile indicates the adviser does not operate as a capital allocator and is not flagged as an active ESG investor. Additional descriptive fields typically used to summarize client types, fee arrangements, business lines, or advisory services were not provided in the source data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Edward Samson

    Edward Samson

    Founder and CEOCRD 2041321

Contacts

1 of 1
  • Patricia Glovsky

    Patricia Glovsky

    PrincipalCRD 1779459

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sausalito, CA

Marin

Location

Sausalito, CA

Headquartered in Sausalito, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
15 2nd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth