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 registered with the SEC (registration year 2013). FINTRX classifies the firm as "Unclassified" and lists ownership as a combination of a domestic entity and an individual. Public records provide only a narrow operational profile: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Filings reviewed do not detail the firm’s advisory offerings, fee structure, or client segments.

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