SEC-Registered Investment Adviser
Sentry, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 25, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- June 24, 2009
- Principal office
- 6070 Poplar Avenue, Suite 700, Memphis, TN 38119
- Organized as
- Limited Liability Company, TN
- Fiscal year end
- December
- Other offices
- 1
- Website
- HTTP://WWW.SENTRYLLC.COM
Scale
- Regulatory AUM
- $2.3B
- Discretionary / non-discretionary
- $599.8M / $1.7B
- Accounts
- 251
- Clients
- 0
- Employees
- 4, 3 in advisory roles
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $1.2M reported sold across them
- Client assets in custody
- $6.7M (3 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees and other
- Client types
- individuals (other than high net worth) (18); high net worth individuals (51); corporations or other businesses (5)
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 25, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.