Saybrook Capital Corp

RIASEC Registered

Total AUM

$503M

Discretionary

$503M

100% of AUM

Avg account

$3.2M

Accounts

155

Employees

4

Advisory reps

2

Firm details

Headquarters: Sag Harbor, New York
CRD number: 107679
Registered since: November 9, 1989
Website: www.saybrookcapital.com
Fee structure: Percentage of AUM
Client types: HNWI94.21%
Charitable Organizations3.57%
Pension & Profit Sharing Plans1.11%
Corporations / Businesses1.11%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Saybrook Capital Corp is an independent registered investment adviser that provides discretionary portfolio management for both individuals/families and for businesses or institutional clients. The firm is SEC-registered (registration year 1989) and operates on a percentage-of-AUM fee model. Ownership is listed as individual, and the adviser does not present itself as a capital allocator or a multi-state or pension consultant. It is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities80%
Cash & Cash Equivalents11%
Other7%
US Government Bonds1%
State & Local Bonds1%

Contacts

2 of 2

Luke Babcock
AnalystCRD 2454138
Scott Hirsch
CRD 2092879

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Sag Harbor, NY

Suffolk

Location

Sag Harbor, NY

Headquartered in Sag Harbor, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Suffolk
Address: 7 Spring St
Time zone: ET (UTC-5)
Office locations

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