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THE SULLIVAN GROUP
CAPITAL INVESTMENT MANAGEMENT, LLC
CRD 150705 · SEC 801-136463
564 NORTH SUNRISE AVENUE, ROSEVILLE, CA, 95661, United States
Phone
916-600-1562
Fax
888-390-2672
Registration
— (—)
Source
State registered
Total AUM
$100.1M
Discretionary AUM
$100.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $20.0M |
| High net worth individuals | 28 | $54.8M |
All web addresses on file
Official SEC filing: View on IAPD