SULLIVAN INVESTMENTS GROUP, LLC

SULLIVAN INVESTMENTS GROUP, LLC is an SEC-registered investment adviser (CRD 148708). Regulatory assets under management: $127.5M.

Registration

• CRD: 148708
• SEC file number: 801-131855
• Type: Registered investment adviser
• Phone: (561) 400-3488
• Latest filing: 2024-12-20
• Regulatory AUM: $127.5M
• Discretionary AUM: $125.3M
• Non-discretionary AUM: $2.2M
• Clients: 2
• Accounts: 340

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148708 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search