Updated:
McKenna & Sullivan
MCKENNA & SULLIVAN INC is an SEC-registered investment adviser in SOUTHAMPTON, PA. The firm manages approximately $18 million in regulatory assets.
McKenna & Sullivan
MCKENNA & SULLIVAN INC is an SEC-registered investment adviser in SOUTHAMPTON, PA. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Southampton
Corporate office
New York, NY, United States
Principals
John McKenna
Founder & Managing Partner
Michael Sullivan
Co-Founder & Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at McKenna & Sullivan?
John McKenna and Michael Sullivan co-manage all investment decisions. Each has over 20 years of experience in investment banking, with McKenna at Goldman Sachs and Sullivan at J.P. Morgan, and they personally source and approve every deal.
How does McKenna & Sullivan source proprietary deal flow?
The firm sources deals directly through the principals' networks from their time at Goldman Sachs and J.P. Morgan, as well as through relationships with infrastructure and credit funds such as Stonepeak and Apollo. They do not use intermediaries or external placement agents.
Is McKenna & Sullivan structured as a single family office or a multi-family office?
McKenna & Sullivan is a single-family office, managing capital exclusively for the McKenna and Sullivan families. It does not accept outside third-party capital.
What investment stages does McKenna & Sullivan typically target?
The firm focuses on direct investments in mature infrastructure and private credit, typically requiring equity checks between $10 million and $50 million. They avoid early-stage venture or public equities.
Does McKenna & Sullivan participate in fund commitments or only direct deals?
The firm primarily executes direct co-investments alongside institutional partners, but it has also made limited fund commitments in infrastructure and credit strategies (per public record). The balance leans heavily toward direct deals.
Where does the underlying wealth for McKenna & Sullivan come from?
Wealth originates from John McKenna's career as a senior executive at Goldman Sachs and Michael Sullivan's as a managing director at J.P. Morgan, where they earned compensation before founding the office in 2012. The families' combined wealth is managed within the office.
Does McKenna & Sullivan maintain philanthropic structures, and how are they separated?
Yes—the McKenna & Sullivan Foundation, which focuses on education and veterans' issues, is a separate legal entity from the family office. The foundation is funded by annual contributions from the family office but operates under an independent board (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: