# Gurnee Group

Gurnee Group is a RIA based in Toledo, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Toledo, United States
- **Region:** North America
- **Address:** Incline Village, NV, United States
- **Assets under management:** Undisclosed
- **Website:** gurneegroup.com
- **LinkedIn:** https://www.linkedin.com/company/gurnee-group

## Regulatory record

- **CRD number:** 330771
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330771

## About

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

## People

- Richard Gurnee — Principal

## 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.

### 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.

## Related profiles

- [R & R Financial](https://altss.com/profile/r-and-r-financial)

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Last updated: 2026-07-06T01:24:17.746Z

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