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Katherine Wheeler Schotz

Chief Operating OfficerSaybrook Fund Advisors, LLCCRD 7892889

About Katherine Wheeler Schotz

Katherine Wheeler Schotz is listed as Chief Operating Officer at Saybrook Fund Advisors, LLC in Santa Monica, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Saybrook Fund Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katherine Wheeler Schotz work?

Katherine Wheeler Schotz is listed as Chief Operating Officer at Saybrook Fund Advisors, LLC on SEC Form ADV.

How much of Saybrook Fund Advisors, LLC does Katherine Wheeler Schotz own?

Form ADV reports a beneficial ownership band of Under 5%.

Saybrook Fund Advisors, LLC

TitleChief Operating Officer
OwnershipUnder 5%
Control personYes
Since2023