# The Healy Group

The Healy Group is a RIA based in South Bend, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** South Bend, United States
- **Region:** North America
- **Address:** South Bend, IN, United States
- **Assets under management:** Undisclosed
- **Website:** thehealygroup.com

## Regulatory record

- **CRD number:** 33062
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/33062

## About

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.

## Sectors

- Real Estate
- Insurance
- Private Credit
- Healthcare Services

## People

- Christopher T. Healy — Principal

## 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.

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Last updated: 2026-07-06T01:24:26.934Z

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