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 an SEC-registered limited liability company that first registered as an adviser in 2013. Public filings identify its ownership as involving a domestic entity and an individual, and the adviser is categorized as unclassified. The firm’s publicly available profile offers limited detail about its client types or specific advisory services. Recorded attributes indicate Polygon Capital Advisors does not act as a capital allocator, is not an active ESG investor, is not registered as a multistate adviser, and is not marked as a newly formed adviser, pension consultant, or 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
  • 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