SEAGATE REALTY ADVISORS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN RAFAEL, California
CRD number
316418

Firm profile

FINTRX

Overview

Seagate Realty Advisors LLC is an LLC that operates in the real estate space primarily as a broker and as a sponsor/GP/managing member of pooled investment vehicles. The firm’s public profile emphasizes deal-level activity and fund sponsorship rather than traditional advisory relationships: it acts in sponsor and general partner roles for closed-end real estate vehicles and provides brokerage services tied to those activities. The firm is identified as a domestic entity with individual ownership; other registration and fee details are not provided in the source material.

Assets & Accounts

Investments & Alternatives

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
  • Willis Polite

    President, CEOCRD 7438261

Contacts

3 of 5
  • Mark Polite

    OwnerCRD 7438265

  • Trent Isgrig

    PrincipalCRD 7438270

  • Mike Kamm

    PrincipalCRD 7438272

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN RAFAEL, CA

MARIN

Location

SAN RAFAEL, CA

Headquartered in SAN RAFAEL, 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
980 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth