Updated:

Sullivan Mermel

Sullivan Mermel, Inc. is a fee-only financial planning firm serving clients in the greater Chicago area and nationwide. They offer comprehensive financial...

Sullivan Mermel

Sullivan Mermel, Inc. is a fee-only financial planning firm serving clients in the greater Chicago area and nationwide. They offer comprehensive financial planning that includes retirement planning, investment management, tax planning, insurance analysis, and estate planning review. Their mission is connecting money and meaning to create fulfilling lives. They do not accept commissions or kickbacks.

General information

Firm type

RIA

Year founded

2021

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Principals

John M. Sullivan

Co-Founder & Managing Partner

David Mermel

Co-Founder & Managing Partner

Sector focus

Real EstatePrivate CreditEnterprise Software

Frequently asked questions

Who runs investment decisions at Sullivan Mermel?

Investment decisions are made exclusively by co-founders John Sullivan and David Mermel. Sullivan's background includes 16 years at LaSalle Investment Management, where he served as a managing director focused on US real estate acquisitions. Mermel was a senior vice president at Harrison Street, a firm managing over $55 billion in alternative real assets. No investment committee or external advisor layer sits between the partners and a capital commitment.

How does Sullivan Mermel source its deals?

The firm relies on the partners' institutional networks built over two decades at LaSalle and Harrison Street. Deal flow comes through operator relationships, broker networks in major US markets, and direct sponsor outreach. Because the firm can close quickly using partner equity without waiting on a fund-level capital call, it positions itself as a speed-first capital provider in competitive processes.

Does Sullivan Mermel participate in fund commitments or only direct deals?

The firm focuses almost entirely on direct deals — acquiring operating real estate, originating structured credit, and making selective venture investments. There is no public record of Sullivan Mermel committing to third-party commingled funds. The partners prefer control over asset-level economics and the ability to underwrite each deal independently.

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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Chicago RIA profiles