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Saybrook Fund Advisors, LLC

● SEC registered since 2011CRD 158634SEC# 801-72671Santa Monica, CA
Export (members)
Ranks #4,680 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$218.7M
Fund GAV
$97.3M
Private funds
4
Employees
9
Accounts
7
Location
Santa Monica, CA

Saybrook Fund Advisors, LLC assets under management

Saybrook Fund Advisors, LLC operates as an SEC-registered investment adviser based in Santa Monica, CA. The firm has been registered since 2011. It reports $218.7 million in regulatory assets under management and employs 9 people. Saybrook Fund Advisors, LLC manages 4 private funds with combined gross assets of $97.3 million, including Saybrook Municipal Opportunity Fund VI LP. By regulatory assets, it ranks 4,680 of 5,911 private fund managers.

Saybrook Fund Advisors, LLC private funds

4 funds · $97.3M GAV
FundTypeGross assetsMin.
Saybrook Municipal Opportunity Fund VI LPPrivate Equity$48.2M$1M
Saybrook Municipal Opportunity Fund IV LPPrivate Equity$32.7M$1M
Saybrook Municpal Opportunity Fund VII LPPrivate Equity$8.6M$1M
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Saybrook Fund Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Jeffrey Michael Wilson ControlCo-Managing PartnerUnder 5%2011
Jon Peter Schotz ControlCo-Managing PartnerUnder 5%2011
Katherine Wheeler Schotz ControlChief Operating OfficerUnder 5%2023
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Frequently asked questions

How much does Saybrook Fund Advisors, LLC manage?

Saybrook Fund Advisors, LLC reports $218.7 million in regulatory assets under management on its Form ADV.

How many private funds does Saybrook Fund Advisors, LLC manage?

Saybrook Fund Advisors, LLC manages 4 private funds with combined gross assets of $97.3 million.

How many employees does Saybrook Fund Advisors, LLC have?

Saybrook Fund Advisors, LLC reports 9 employees.

Where is Saybrook Fund Advisors, LLC located?

Saybrook Fund Advisors, LLC is based in Santa Monica, CA and has been SEC-registered since 2011.

Does Saybrook Fund Advisors, LLC disclose fund performance?

Saybrook Fund Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address501 Santa Monica Blvd, Suite 607, Santa Monica, CA 90401
Phone310-601-3710
Office hours6:00a.m. To 4:00p.m. Pst
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$158.3M
Non-discretionary$60.4M
Total (RAUM)$218.7M

Service providers