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 is listed in FINTRX as having registered with the SEC in 2013. Publicly available profile fields are limited: ownership is recorded as a combination of a domestic entity and an individual, the firm's classification is “unclassified,” and it is not identified as a capital allocator or an active ESG investor. The dataset does not disclose the firm's client segments, fee schedule, specific advisory activities, or investment focus.

Assets & Accounts

Location & Offices

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