Saybrook Fund Advisors

Asset Manager SEC-registered adviser

Legal name: Saybrook Fund Advisors, LLC

Santa Monica, CA Website LinkedIn

AUM

$461.2M
Regulatory AUM

Private funds

4
Private Equity 4

Private fund assets

$119.7M
Gross asset value

Employees

11

Last Form D raise

Dec 2023
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

D
Diane Wilson
Co-Trustee, Diane E. and Jeffrey M. Wilson Family Trust
Source: SEC Form ADV
J
Jeffrey Wilson
Co-Managing Partner
Source: SEC Form ADV
J
Jon Schotz
Co-Managing Partner
Source: SEC Form ADV
P
Patricia Wheeler
Co-Trustee, Schotz-Wheeler Family Trust
Source: SEC Form ADV

Funds(4)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Saybrook Municpal Opportunity Fund VII LPPrivate Equity$22.3M$48.0M44Dec 2023Cold
Saybrook Municipal Opportunity Fund VI LPPrivate Equity$52.2M$42.8M30Jun 2017Cold
Lathrop2 LPPrivate Equity$8.6M$4.4M15May 2017Cold
Saybrook Municipal Opportunity Fund IV LPPrivate Equity$36.6M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
158634
SEC file number
801-72671

Sources