Private EquityRIA · CRD 158634SEC-RegisteredPrivate Fund Adviser

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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 logo

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

Enterprise SoftwareHealthcare ServicesInfrastructureBusiness ServicesIndustrial Tech

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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