Overview
Assets Under Management: $489 million
Headquarters: SAG HARBOR, NY
High-Net-Worth Clients: 148
Average Client Assets: $3 million
Frequently Asked Questions
SAYBROOK CAPITAL CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107679), SAYBROOK CAPITAL CORP is subject to fiduciary duty under federal law.
SAYBROOK CAPITAL CORP is headquartered in SAG HARBOR, NY.
SAYBROOK CAPITAL CORP serves 148 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, SAYBROOK CAPITAL CORP offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SAYBROOK CAPITAL CORP manages $489 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, SAYBROOK CAPITAL CORP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 153
Discretionary Accounts: 153
Regulatory Filings
CRD Number: 107679
Last Filing Date: 2025-02-21 00:00:00
Website: https://saybrookcapital.com