Sullivan & Serwitz is a family office - multi based in Los Altos, United States, founded in 1989. Verified contact details, AUM data, and investment preferences on FindLPs.
Sullivan & Serwitz offers a multi-disciplinary approach to providing investment and financial counsel to its affluent clientele. Modeled after a traditional family office, we assist clients in the strategic integration of investment, estate, and retirement planning as well as asset protection techniques. The firm was acquired by Cerity Partners in January, 2020.
Investment types: Investment Funds, Long-Term Investments, Long/Short Equity, Asset Disposition
Sectors & themes: Multi-Asset Investing, Wealth & Estate Planning, Retirement Planning, Legal & Tax Services, Investment Management, Hedge Funds, Capital Markets Finance, Traditional Investments (Liquid Assets), Financial Services, Alternative Investments
Preferred geographies: United States
Location: 779 Altos Oaks Drive\nLos Altos\nCalifornia\n94024\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.