Saybrook Fund Advisors ADV Part 2B Brochure 2024

Dated: January 1, 2024

Saybrook Fund Advisors, LLC

Jon P. Schotz
Saybrook Fund Advisors, LLC
501 Santa Monica Blvd., Suite 607
Santa Monica, CA 90401
(310) 601-3710

 

Educational Background and Business Experience  

Jon P. Schotz  

Born: 1955  

 

Education: BA and MPPM, Yale University  

Business Experience: Co-Managing Partner, Saybrook Fund Advisors, LLC, 3/2012 – present; President and  Registered Representative of Saybrook Capital Corporation, 1990 – 2013; Co- Managing Partner (Municipal  Opportunities) of Kayne Anderson Capital Advisors, LP, 11/2012 – 3/2016; Co-Managing Partner Saybrook  Advisors, LLC 1990 – 3/2012  

 

Disciplinary Information  

Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary  events that would be material to your evaluation of each supervised person providing investment advice. There  is no disciplinary information to report.

  

Other Business Activities  

There are no other business activities to report.  

 

Additional Compensation  

There is no additional compensation to be disclosed.  

 

Supervision  

Mr. Schotz is a partner of Saybrook Fund Advisors, LLC and is not supervised by any other individual. Mr.  Schotz can be reached at (310) 601-3710. 

Jeffrey M. Wilson
Saybrook Fund Advisors, LLC
300 Twin Dolphin Drive, Suite 600
Redwood City, CA 94065
(650) 632-4522

Educational Background and Business Experience  

Jeffrey M. Wilson  

Born: 1966  

 

Education: BS, Business Administration, University of the Pacific  

Business Experience: Co-Managing Partner, Saybrook Fund Advisors, LLC, 3/2012 – present; Registered  Representative of Saybrook Capital Corporation, 1/2000 – 2013; Co-Managing Partner (Municipal  Opportunities) of Kayne Anderson Capital Advisors, LP, 11/2012 – 3/2016; Co- Managing Partner Saybrook  Advisors, LLC 1/2000 – 3/2012  

 

Disciplinary Information  

Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary  events that would be material to your evaluation of each supervised person providing investment advice. There  is no disciplinary information to report.  

 

Other Business Activities  

There are no other business activities to report.  

 

Additional Compensation  

There is no additional compensation to be disclosed.  

 

Supervision  

Mr. Wilson is a partner of Saybrook Fund Advisors, LLC and is not supervised by any other individual. Mr.  Wilson can be reached at (650) 632-4522

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