THE SULLIVAN GROUP

Overview

The Sullivan Group is an individually owned LLC that provides portfolio management for individual and family clients and small businesses. The firm charges both a percentage-of-assets fee and commissions. It does not identify as a multi-state adviser, is not an active ESG investor, and is not organized as a capital allocator — instead it places client capital with outside managers and traditional investment vehicles. The firm’s regulatory start year is not listed in the data provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices