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 has been SEC-registered since 2013. Public filings classify the firm as "unclassified" and identify its ownership as a domestic entity/individual. The firm is not listed as a capital allocator, does not self-identify as an active ESG investor, is not a multi-state adviser, and is not marked as a pension consultant or related adviser in the available snapshot. The firm has not provided descriptive detail about its advisory activities, investment strategy, client segments, or fee arrangements in the source data.

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

Contacts

2 of 2
  • Patricia Glovsky

    Patricia Glovsky

    PrincipalCRD 1779459

  • Edward Samson

    Edward Samson

    CRD 2041321

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