POLYINVEST

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
341261
Registered since
May 18, 2026

Firm profile

FINTRX

Overview

Polyinvest LLC is an SEC-registered investment adviser (registration year 2026) organized as a limited liability company and owned by an individual. The firm is unclassified in the snapshot data and does not present itself as a traditional capital allocator; instead, its documented activity centers on sponsoring and serving as general partner or managing member for pooled investment vehicles. Polyinvest is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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
  • GEORGE CHEN

    CIOCRD 2585665

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
230 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth