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Saybrook Fund Advisors
Saybrook Fund Advisors, LLC is an SEC-registered investment adviser in Santa Monica, CA, registered since 2011. The firm manages $461 million in assets, with...
Saybrook Fund Advisors
Saybrook Fund Advisors, LLC is an SEC-registered investment adviser in Santa Monica, CA, registered since 2011. The firm manages $461 million in assets, with $395 million on a discretionary basis. It has 11 employees and 7 investment advisers.
General information
Firm type
Private Equity
Year founded
1989
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Santa Monica
Corporate office
Santa Monica, CA, United States
Principals
Jonathan Rosenthal
Managing Director
Jonathan Gimbel
Managing Director
William N. Schein
Managing Director
Sector focus
Frequently asked questions
What type of transactions does Saybrook Fund Advisors specialize in?
Saybrook focuses almost entirely on corporate carve-outs — acquiring non-core divisions or subsidiaries from large public and private companies. The firm also invests in founder-owned businesses where operational transition and professionalization are required. Its deal sizes range from approximately $20 million to $100 million of equity per transaction.
How long does Saybrook typically hold its portfolio companies?
Saybrook targets a hold period of ten to twelve years, which is approximately double the industry average for middle-market private equity. This extended timeline supports turnarounds that require management rebuilds, systems overhauls, and new product development that five-year funds cannot execute.
Who runs investment decisions at Saybrook?
Investments are led by the firm's Managing Directors: Jonathan Rosenthal, Jonathan Gimbel, and William N. Schein. The firm operates with a flat partnership structure and does not rely on a traditional external investment committee.
How does Saybrook source its deals differently from other private equity firms?
Saybrook maintains a dedicated corporate development outreach function that builds relationships with business development and strategy groups inside Fortune 500 companies. This approach allows the firm to identify and negotiate carve-out transactions before divisions are broadly marketed through sell-side auctions.
Which industries does Saybrook target, and which does it avoid?
Saybrook invests in industrial technology and services, business services, and healthcare — specifically areas like specialty manufacturing, testing and inspection, and outsourced healthcare logistics. The firm avoids consumer products, retail, and deeply regulated financial services.
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