Sullivan Investment Management LLC
Sullivan Investment Management LLC is an SEC-registered mass-market adviser with $111.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Sullivan Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289217, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $111.8M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 151
- CRD
- 289217
- Ownership
- SULLIVAN, JOEL, EUGENE
How much AUM does Sullivan Investment Management LLC have?
Sullivan Investment Management LLC reported $111.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Sullivan Investment Management LLC?
Disclosed owners and executives of Sullivan Investment Management LLC include SULLIVAN, JOEL, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.