# McKenna & Sullivan

McKenna & Sullivan is a RIA based in Southampton, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Southampton, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** mckennaandsullivan.com
- **LinkedIn:** https://www.linkedin.com/company/mckenna-&-sullivan-inc

## Regulatory record

- **CRD number:** 120366
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120366

## About

MCKENNA & SULLIVAN INC is a state-registered investment adviser in SOUTHAMPTON, PA. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Infrastructure
- Private Credit
- Healthcare Services
- Energy Transition & Renewables

## People

- John McKenna — Founder & Managing Partner
- Michael Sullivan — Co-Founder & Managing Partner

## 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.

## Related profiles

- [Integral Financial LLC](https://altss.com/profile/integral-financial-llc)

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Last updated: 2026-07-06T01:24:21.061Z

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