Co-Trustee · Saybrook Fund Advisors, LLC
Patricia F Wheeler
CRD 8243589 · Named on Form ADV at one SEC-registered adviser
At a glance
Saybrook Fund Advisors, LLC, an SEC-registered private fund adviser based in Santa Monica, CA with $461 million in regulatory assets, lists Patricia F Wheeler on its Form ADV as Co-Trustee, a control person.
Firms and roles
- Saybrook Fund Advisors, LLCCo-TrusteePrivate fund adviser · Santa Monica, CA · $461M in regulatory assets
AtlasMembers
Patricia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jon P. SchotzCo-Managing Partner, Saybrook Fund Advisors, LLC
- Jeffrey M. WilsonCo-Managing Partner, Saybrook Fund Advisors, LLC
- Suk H. LeeChief Compliance Officer and Controller, Saybrook Fund Advisors, LLC
- Katherine W. SchotzChief Operating Officer, Saybrook Fund Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patricia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.