# Toomey Investment Management

Toomey Investment Management is a Bank / Wealth / Trust based in Wallingford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wallingford, United States
- **Region:** North America
- **Address:** Wallingford, CT, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** toomeyinvest.com

## Regulatory record

- **CRD number:** 127346
- **SEC file number:** 801-112517
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-27T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127346

## About

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.

## Sectors

- Real Estate
- Private Credit

## People

- John J. Toomey — Founder and President

## 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.

## Related profiles

- [Tony Walker Financial](https://altss.com/profile/tony-walker-financial)
- [TOP Private Wealth](https://altss.com/profile/top-private-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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