SULLIVAN WOOD CAPITAL MANAGEMENT, LLC

Overview

Sullivan Wood Capital Management, LLC is a privately owned investment advisory firm organized as an LLC that focuses on portfolio management for individual clients and small business owners. The firm charges clients based on a percentage of assets under management and also offers hourly advisory engagements. Its client base is composed primarily of individuals and families rather than institutional pension plans, and it does not position itself as an ESG-driven manager. Sullivan Wood is not described as a multi-state advisory network or a capital allocator to other managers.

Assets & Accounts

Public Holdings

Investments & Alternatives