AUMdb

Saybrook Capital Corp

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 107679 · SEC file 801-35487 · Sag Harbor, NY · SAYBROOKCAPITAL.COM
☆ Save with Pro ADV data as of Feb 17, 2026
Regulatory AUM
$503M
Discretionary
$503M
Clients
155
Avg AUM / client
$3.2M
Accounts
155
Employees
4

AUM over time

$215M $503M
Mar 23, 2012 Feb 17, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 17, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 151 $474M 94.2%
Pension and profit sharing plans 1 $5.6M 1.11%
Charitable organizations 2 $18.0M 3.57%
Corporations and other businesses 1 $5.6M 1.11%

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Babcock, Luke, Mcdaniel Chief Compliance Officer, Co Managing Principal Jan 2008 (19y) 25% – 50%
Hirsch, Scott, Robinson Secretary, Co Managing Principal Jan 2008 (19y) 25% – 50%

Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/17/2026 905 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.

View current Form ADV (SEC/IAPD) ↗