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Sullivan Investment Management LLC

● SEC registered since 2026CRD 289217SEC# 801-135832Wisconsin Rapids, WI
Export (members)
Reg. AUM
$111.8M
Employees
1
Accounts
141
Location
Wisconsin Rapids, WI

Sullivan Investment Management LLC assets under management

Sullivan Investment Management LLC is an investment advisory firm registered with the SEC based in Wisconsin Rapids, WI. The firm has been registered since 2026. It reports $111.8 million in regulatory assets under management and employs 1 people.
sullivanmgt.comView on SEC.gov ↗

Sullivan Investment Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Joel Eugene Sullivan ControlCco/CeoOver 75%2017

Frequently asked questions

How much does Sullivan Investment Management LLC manage?

Sullivan Investment Management LLC reports $111.8 million in regulatory assets under management on its Form ADV.

How many employees does Sullivan Investment Management LLC have?

Sullivan Investment Management LLC reports 1 employees.

Where is Sullivan Investment Management LLC located?

Sullivan Investment Management LLC is based in Wisconsin Rapids, WI and has been SEC-registered since 2026.

Does Sullivan Investment Management LLC disclose fund performance?

Sullivan Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address320 W Grand Ave, Ste 303, Wisconsin Rapids, WI 54495
Phone7154220701
Fax7154220007
Office hours8:30-4:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.8M
Non-discretionary$0
Total (RAUM)$111.8M