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The Healy Group
THE HEALY GROUP LLC is an SEC-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 an SEC-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
Single Family Office
Location
Region
North America
Country
United States
City
South Bend
Corporate office
South Bend, IN, United States
Principals
Christopher T. Healy
Principal
Sector focus
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.
Is The Healy Group structured as a single family office or does it operate more like a venture firm?
The Healy Group operates as a single family office managing the Healy family's consolidated investment activity alongside the original operating businesses — Midland Lumber and the insurance brokerage — which remain active. It does not raise third-party capital or market funds to external investors, distinguishing it from a venture firm or asset manager. Co-investment occasionally involves other Midwest family offices and institutional partners on a deal-by-deal basis.
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.
What investment stages does The Healy Group typically target?
The Healy Group targets mature, cash-flowing assets and companies rather than venture-stage enterprises. Real estate investments focus on stabilized, income-producing properties with tenured occupancy. Private credit activity concentrates on asset-backed lending to established middle-market companies, typically with collateral coverage and existing banking relationships — a profile consistent with preservation of multi-generational wealth rather than growth-stage risk.
Where does the underlying wealth come from?
The family's wealth originated with Midland Lumber, a building-materials distribution company founded in 1897, and expanded through an insurance brokerage serving commercial and individual clients across Indiana. Both operating businesses remain active, providing a compounding earnings stream distinct from one-time liquidity events. This is a fourth-generation enterprise with roots in industrial Midwest commerce.
Does The Healy Group maintain philanthropic structures, and how are they separated?
The Healy Family Foundation operates as a separate philanthropic vehicle focused on Catholic education and community health initiatives in St. Joseph County, Indiana. The foundation maintains its own governance and grant-making process, distinct from the family office's investment activity, consistent with standard practice among multi-generational family offices that separate charitable capital from operating and investment pools.
Profile maintained by Altss 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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