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Asset ManagerRIA · CRD 124146State-Registered Investment Adviser

Updated:

Sullivan Wood Capital Management

Sullivan, Wood Capital Management, L.L.C. is a boutique, value driven, long-term focused, registered investment adviser based in Washington, D.C. The firm...

Overview

Sullivan, Wood Capital Management, L.L.C. is a boutique, value driven, long-term focused, registered investment adviser based in Washington, D.C. The firm believes in ownership of securities in individual companies and invests in businesses for the long term using concentrated portfolios across stocks, bonds, preferred securities and derivatives. It offers investment advice to individuals, high-net worth individuals, corporations, non-profit organizations, trusts, profit sharing, and pension plans.

General information

Firm type

Asset Manager

Year founded

2003

Location

City

Washington, D.C.

Principals

James Arnold Sullivan

III — Founder, CEO and Portfolio Manager

Eric Farley Wood — Founder

Chief Marketing Officer

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