Saybrook Fund Advisors ADV Part 2B Brochure
Dated: March 30th, 2026

Dated: March 30th, 2026
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.