|
⚲
|
| Saybrook Capital Corp
✚
|
|
|---|---|
| CRD # | 107679 |
| SEC # | 801-35487 |
| CIK # | |
| AUM | $502.7 M (2026-02-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 631-725-5518 |
| Address | 7 Spring Street Sag Harbor, NY 11963 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 151 | 473.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.6 |
| (h) Charitable organizations | 2 | 18.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 502.7 |
| By Discretionary | ||
| Discretionary | 155 | 502.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 155 | 502.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 43.2 | |
| United States Persons | 459.5 | |
| Total | 155 | 502.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Accretive Wealth Partners LLC
✚
|
NJ | 0.5 |
|
Pineridge Advisors LLC
✚
|
MO | 0.5 |
|
Aquire Wealth Advisors LLC
✚
|
UT | 0.5 |
|
Ducere Wealth Management LLC
✚
|
CA | 0.5 |
|
Weinberger Asset Management Inc
✚
|
CA | 0.5 |
|
Etesian Wealth Advisors Inc
✚
|
OR | 0.5 |
|
SMH Capital Advisors LLC
✚
|
TX | 0.5 |
|
Prosperity Financial Group Inc
✚
|
CA | 0.5 |
|
Sharp Wealth Advisory LLC
✚
|
PA | 0.5 |
|
HC Advisors LLC
✚
|
GA | 0.5 |