Sullivan Capital Management

Overview

Sullivan Capital Management is a sole-proprietorship wealth manager focused on portfolio management for individuals, families and small businesses. The firm is owned by an individual and charges fees as a percentage of assets under management. It is not identified as an active ESG investor, does not operate as a multistate adviser, and does not list pension consulting or related-adviser activity. The firm’s advisory work centers on discretionary portfolio management. The dataset does not include a year of SEC registration.

Assets & Accounts

Investments & Alternatives

Location & Offices