Single Family OfficeRIA · CRD 330771SEC-RegisteredPrivate Fund Adviser

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Gurnee Group

GURNEE GROUP, LLC is an SEC-registered investment adviser in TOLEDO, OH. The firm manages approximately $22 million in regulatory assets. It has 4 employees...

Gurnee Group

GURNEE GROUP, LLC is an SEC-registered investment adviser in TOLEDO, OH. The firm manages approximately $22 million in regulatory assets. It has 4 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Toledo

Corporate office

Incline Village, NV, United States

Principals

Richard Gurnee

Principal

Frequently asked questions

Who runs investment decisions at Gurnee Group?

Richard Gurnee serves as the principal and sole investment decision-maker. His background includes senior sales and executive roles at Oracle, J.D. Edwards, and Platinum Software, spanning the enterprise software boom of the 1990s and early 2000s. The office operates without an external investment committee or general partners.

Does Gurnee Group invest third-party capital or operate as a fund?

No. Gurnee Group is a single-family office that deploys exclusively personal capital. There is no outside limited partner base, no fund structure marketed to institutional investors, and no public fundraising activity. The office exists solely to steward the principal's own liquidity.

What is the office's primary investment focus?

The portfolio concentrates on early-stage and growth-stage enterprise software and data infrastructure companies. Given Richard Gurnee's career in enterprise sales and resource planning, the office favors founder-led B2B software, applied AI, and adjacent cloud-native infrastructure businesses. The investment posture is long-duration and relationship-sourced.

Where does the underlying wealth come from?

The wealth originated from Richard Gurnee's executive career at enterprise software firms including Oracle, J.D. Edwards, and Platinum Software. His roles placed him at the center of the ERP and database software markets during their rapid growth in the 1990s, generating liquidity through compensation, equity, and likely exit events tied to those firms.

Does Gurnee Group participate in any philanthropic structures?

Richard Gurnee has a disclosed philanthropic affiliation with the North Tahoe Hebrew Congregation through board service, but this activity runs separately from the family office's investment operations. The office does not operate a charitable foundation co-mingled with its portfolio management.

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