Bank / Wealth / TrustRIA · CRD 127346SEC-Registered

Updated:

Toomey Investment Management

Toomey Investment Management is an SEC-registered investment adviser in Wallingford, CT, registered since 2018. The firm manages $321 million in assets, with...

Toomey Investment Management logo

Toomey Investment Management

Toomey Investment Management is an SEC-registered investment adviser in Wallingford, CT, registered since 2018. The firm manages $321 million in assets, with $315 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2018

Location

Region

North America

Country

United States

City

Wallingford

Corporate office

Wallingford, CT, United States

Principals

John J. Toomey

Founder and President

Sector focus

Real EstatePrivate Credit

Frequently asked questions

How does Toomey source real estate and credit transactions?

Sourcing relies on regional relationships cultivated over decades in the Northeast and Mid-Atlantic, bypassing broadly marketed broker-led processes. For net-leased acquisitions, the firm targets off-market or limited-marketing situations involving corporate-guaranteed leaseholds. On the credit side, Toomey originates directly to borrowers — frequently multifamily and commercial developers — writing loans in the $1 million to $5 million range where regional banks have pulled back from construction and bridge exposure.

What geographic regions does the firm invest in?

The portfolio is concentrated in the Northeast and Mid-Atlantic corridors, with Connecticut and Pennsylvania featuring prominently in recorded transactions. A secondary presence covers the Southeast, notably the Carolinas and Florida, often for asset-management purposes tied to properties acquired in those markets. There is no public evidence of activity west of the Mississippi or in Europe.

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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