SULLIVAN INVESTMENT MANAGEMENT LLC

SULLIVAN INVESTMENT MANAGEMENT LLC of WISCONSIN RAPIDS, WI is an SEC-registered investment adviser (CRD 289217). Regulatory assets under management: $111.8M.

Registration

• CRD: 289217
• SEC file number: 801-135832
• Type: Registered investment adviser
• Location: 320 W GRAND AVE, STE 303, WISCONSIN RAPIDS, WI, 54495
• Phone: 7154220701
• Latest filing: 2026-03-24
• Regulatory AUM: $111.8M
• Discretionary AUM: $111.8M
• Clients: 1
• Accounts: 141

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 289217 on SEC IAPD (source of record)
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