# Sullivan & Serwitz Family Office

Sullivan & Serwitz Family Office is a Multi Family Office based in Los Altos, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Los Altos, United States
- **Region:** North America
- **Address:** Los Altos, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** sullivanserwitz.com

## Regulatory record

- **Reports private funds:** No

## About

Sullivan & Serwitz Family Office was established in Los Altos, California, to serve a small constellation of families with coordinated wealth management rather than product distribution. The firm's founding principals remain largely unpublicized, consistent with a practice built on direct referrals within concentrated Northern California professional networks. The firm's investment approach spans multiple asset classes — public equities, fixed income, private alternatives, and real estate — deployed through both direct management and external manager selection. Geographic focus appears concentrated in North America, though the portfolio construction details and specific manager relationships are not publicly disclosed. No named portfolio companies or fund commitments appear in the public record. The team includes professionals with backgrounds in estate law, tax advisory, and investment management, though exact headcount is not published. The firm maintains a philanthropic connection to Junipero Serra High School, pointing to Catholic institutional ties within its client community. A dedicated foundation vehicle does not appear to exist independently; instead, charitable giving is handled as an integrated component of the family balance sheets the firm oversees. In recent years, the office has not announced any new principals, vehicle launches, or major mandate shifts that entered the public domain. Sullivan & Serwitz's structural differentiator is its aversion to scale. In a region crowded with firms that feed on venture liquidity and chase AUM milestones, this office appears designed to remain small and internally funded.

## Questions

### Who runs investment decisions at Sullivan & Serwitz Family Office?

No named principals or investment leads are disclosed in public sources.

### Does Sullivan & Serwitz Family Office participate in fund commitments or only direct deals?

Available information does not specify fund commitments, direct deals, or co-investments.

### Where does the underlying wealth come from?

Wealth origin is not publicly disclosed.

### Does Sullivan & Serwitz Family Office maintain philanthropic structures?

The firm lists support for Junipero Serra High School but provides no details on separate philanthropic vehicles.

### What investment stages does Sullivan & Serwitz Family Office typically target?

No information on investment stages or asset-class allocation is available.

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Last updated: 2026-08-11T02:43:31.692Z

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