Sullivan & Serwitz Family Office
Sullivan & Serwitz Family Office is a multi-family office headquartered in Los Altos. The firm provides comprehensive wealth management and investment advisory services to multiple families, focusing on long-term capital preservation, succession planning, and...
Sullivan & Serwitz Family Office
Sullivan & Serwitz Family Office is a multi-family office headquartered in Los Altos. The firm provides comprehensive wealth management and investment advisory services to multiple families, focusing on long-term capital preservation, succession planning, and tailored portfolio strategies. Its team collaborates closely with clients to address complex financial needs, estate planning, and philanthropic objectives—supports multigenerational families in managing and growing their wealth across diverse asset classes.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Los Altos
Corporate office
—
Frequently asked questions
What is Sullivan & Serwitz Family Office?
Sullivan & Serwitz Family Office is a multi family office headquartered in Los Altos.
Where is Sullivan & Serwitz Family Office headquartered?
Sullivan & Serwitz Family Office is headquartered in Los Altos, in the North America region.
What does Altss track for Sullivan & Serwitz Family Office?
Altss maintains an OSINT-verified profile of Sullivan & Serwitz Family Office 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 & Serwitz Family Office's website?
Sullivan & Serwitz Family Office's public website is www.sullivanserwitz.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Sullivan & Serwitz Family Office?
Sullivan & Serwitz Family Office is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Sullivan & Serwitz Family Office?
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.
How fresh is the Altss profile for Sullivan & Serwitz Family Office?
Sullivan & Serwitz Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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