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The Healy Group

THE HEALY GROUP LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm employs 2 employees and 2...

The Healy Group

THE HEALY GROUP LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm employs 2 employees and 2 investment advisers. It manages $18 million on a discretionary basis.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

South Bend

Corporate office

South Bend, IN, United States

Principals

Christopher T. Healy

Principal

Sector focus

Real EstateInsurancePrivate CreditHealthcare Services

Frequently asked questions

Who runs investment decisions at The Healy Group?

Christopher T. Healy is the principal overseeing investment activity, continuing a family tradition of capital allocation that originated with Midland Lumber in 1897. The firm operates without a publicly named investment committee; decisions appear to be made directly at the principal level with input from the insurance brokerage's senior leadership, who maintain extensive relationships with middle-market business owners across Indiana and the Great Lakes region.

How does The Healy Group source proprietary deal flow?

The Healy Group's insurance brokerage arm serves as its primary origination engine. Because the insurance business provides commercial policies, risk management, and employee benefits to privately held companies, the firm gains early visibility into ownership transitions, balance-sheet events, and succession planning — often years before a company considers a sale process. This model produces off-market deal flow that rarely reaches investment banks or auction platforms.

Does The Healy Group participate in fund commitments or only direct deals?

The firm's known activity centers on direct investments in commercial real estate and private credit, rather than discretionary fund commitments. The real estate portfolio includes controlling stakes in student housing and mixed-use properties near the University of Notre Dame, while private debt deployments are structured as direct lending alongside regional banks. Fund-of-funds or LP commitments to outside managers are not publicly visible.

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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