# The Sullivan Group

The Sullivan Group is a RIA based in Roseville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Roseville, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Assets under management:** Undisclosed
- **Website:** thesullivangroup.com
- **LinkedIn:** https://www.linkedin.com/company/the-sullivan-group_3

## Regulatory record

- **CRD number:** 150705
- **SEC file number:** 801-136463
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150705

## About

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.

## Sectors

- Real Estate

## People

- Robert J. Sullivan Jr. — President

## 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.

## Related profiles

- [Meridian Investing](https://altss.com/profile/meridian-investing)
- [Sila Value Advisors](https://altss.com/profile/sila-value-advisors-llc)

---

Last updated: 2026-07-06T01:24:27.035Z

Canonical page: https://altss.com/profile/the-sullivan-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology