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The Sullivan Group
THE SULLIVAN GROUP is an SEC-registered investment adviser in ROSEVILLE, CA. It manages approximately $100 million in regulatory assets. The firm has 3...
Overview
THE SULLIVAN GROUP is an SEC-registered investment adviser in ROSEVILLE, CA. It manages approximately $100 million in regulatory assets. The firm has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Roseville
Corporate office
Boston, MA, United States
Principals
Robert J. Sullivan Jr.
President
Sector focus
Frequently asked questions
How does The Sullivan Group source proprietary deal flow?
The firm sources opportunities through direct relationships cultivated over more than 50 years in the Boston business community. As it does not market to external limited partners or operate through intermediaries, most private transactions stem from personal networks, professional associations, and its long track record as a reliable, non-institutional counterparty in regional commercial real estate and middle-market operating businesses.
Which sectors does The Sullivan Group explicitly avoid?
There is no public disclosure specifying sectors the firm explicitly excludes. However, by observation, the portfolio skews away from venture-stage technology, crypto, and high-volatility speculative assets. The focus remains on tangible, cash-flowing assets — commercial real estate, industrials, and established operating businesses — reflecting a multi-generational conservation mandate rather than a growth-at-all-costs strategy.
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