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| Happy Holidays!! thanks for using AUM13F!! |
| Saybrook Capital Corp
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|---|---|
| CRD # | 107679 |
| SEC # | 801-35487 |
| CIK # | |
| AUM | $489.1 M (2025-02-21) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 631-725-5518 |
| Address | 7 Spring Street Sag Harbor, NY 11963 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 148 | 449.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.5 |
| (h) Charitable organizations | 2 | 16.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 18.1 |
| (n) Other | 0 | 0.0 |
| Total | 153 | 489.1 |
| By Discretionary | ||
| Discretionary | 153 | 489.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 153 | 489.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 37.8 | |
| United States Persons | 451.3 | |
| Total | 153 | 489.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Access Wealth Planning LLC
✚
|
NJ | 0.5 |
|
Addison Advisors LLC
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|
VT | 0.5 |
|
VAM Group Inc
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MI | 0.5 |
|
Concorde Asset Management LLC
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|
MI | 0.5 |
|
Westward Investment Advisory LLC
✚
|
KS | 0.5 |
|
Poehling Capital Management Inc
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|
WI | 0.5 |
|
Everpar Advisors LLC
✚
|
OK | 0.5 |
|
USAdvisors Wealth Management LLC
✚
|
MN | 0.5 |
|
Halter Ferguson Financial Inc
✚
|
IN | 0.5 |
|
Marin Financial Advisors LLC
✚
|
CA | 0.5 |