Sullivan Investment Management LLC
● SEC registered since 2026CRD 289217SEC# 801-135832Wisconsin Rapids, WI
Reg. AUM
$111.8M
Employees
1
Accounts
141
Location
Wisconsin Rapids, WI
Sullivan Investment Management LLC assets under management
Sullivan Investment Management LLC is an investment advisory firm registered with the SEC based in Wisconsin Rapids, WI. The firm has been registered since 2026. It reports $111.8 million in regulatory assets under management and employs 1 people.
Sullivan Investment Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joel Eugene Sullivan Control | Cco/Ceo | Over 75% | 2017 |
Frequently asked questions
How much does Sullivan Investment Management LLC manage?
Sullivan Investment Management LLC reports $111.8 million in regulatory assets under management on its Form ADV.
How many employees does Sullivan Investment Management LLC have?
Sullivan Investment Management LLC reports 1 employees.
Where is Sullivan Investment Management LLC located?
Sullivan Investment Management LLC is based in Wisconsin Rapids, WI and has been SEC-registered since 2026.
Does Sullivan Investment Management LLC disclose fund performance?
Sullivan Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 320 W Grand Ave, Ste 303, Wisconsin Rapids, WI 54495 |
| Phone | 7154220701 |
| Fax | 7154220007 |
| Office hours | 8:30-4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.8MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$111.8Mregulatory AUM
Discretionary $111.8M