SAYBROOK CAPITAL CORP
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
FINTRXOverview
Saybrook Capital Corp is a fee-based registered investment adviser that has been operating since 1989 and serves both individuals/families and institutional clients. The firm emphasizes equity-oriented portfolio management: exchange-traded equities make up the bulk of assets under management, and its investment approach favors publicly traded stocks and ETFs as the primary building blocks for client portfolios. Advisory services focus on discretionary portfolio management for small businesses, individuals and institutions, delivered under a percentage-of-assets fee model. Saybrook is not identified as an active ESG investor and is not set up as a capital allocator — its model centers on direct management of client portfolios rather than functioning as a multi-manager allocator. Saybrook’s structure is a corporation with individual ownership. Its filing classifies the firm as unclassified and notes advisory activity concentrated on portfolio management rather than pension consulting or related-adviser roles. The firm is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents11%
- Other7%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2SCOTT HIRSCH
CRD 2092879
LUKE BABCOCK
AnalystCRD 2454138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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