# Saybrook Fund Advisors

Saybrook Fund Advisors is a Private Equity based in Santa Monica, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Address:** Santa Monica, CA, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** www.saybrookfundadvisors.com

## Regulatory record

- **CRD number:** 158634
- **SEC file number:** 801-72671
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158634

## About

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.

## Sectors

- Enterprise Software
- Healthcare Services
- Infrastructure
- Business Services
- Industrial Tech

## People

- Jonathan Rosenthal — Managing Director
- Jonathan Gimbel — Managing Director
- William N. Schein — Managing Director

## 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.

## Related profiles

- [Saybrook Capital](https://altss.com/profile/saybrook-capital)
- [Sayegh Group](https://altss.com/profile/sayegh-group)

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Last updated: 2026-06-03T20:00:00.000Z

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