Single Family OfficeRIA · CRD 121371SEC-Registered

Updated:

SULLIVAN FINANCIAL, LLC

Sullivan Financial, LLC is an SEC-registered investment adviser in Essex, CT, registered since 2024. The firm manages approximately $119 million in regulatory...

SULLIVAN FINANCIAL, LLC

Sullivan Financial, LLC is an SEC-registered investment adviser in Essex, CT, registered since 2024. The firm manages approximately $119 million in regulatory assets. It has 4 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

Country

United States

City

Chester, MD

Corporate office

United States

Frequently asked questions

What is SULLIVAN FINANCIAL, LLC?

SULLIVAN FINANCIAL, LLC is a single family office headquartered in Chester, MD, United States.

Where is SULLIVAN FINANCIAL, LLC headquartered?

SULLIVAN FINANCIAL, LLC is headquartered in Chester, MD, United States.

What does Altss track for SULLIVAN FINANCIAL, LLC?

Altss maintains an OSINT-verified profile of SULLIVAN FINANCIAL, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is SULLIVAN FINANCIAL, LLC's website?

SULLIVAN FINANCIAL, LLC's public website is sullivanfinancial.net. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is SULLIVAN FINANCIAL, LLC?

SULLIVAN FINANCIAL, LLC is classified by Altss as a Single Family Office, operating from United States.

How does Altss source intelligence on SULLIVAN FINANCIAL, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was SULLIVAN FINANCIAL, LLC's Altss profile last updated?

SULLIVAN FINANCIAL, LLC's profile on Altss was last refreshed on July 9, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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.

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