Verified 10 Nov 2026
Sentry, LLC
Sentry, LLC is a Memphis investment adviser that acts as a multi-family office for a small number of families and also advises endowments, foundations and retirement plans. It registered with the SEC on 24 June 2009, is owned by its employees and builds customised portfolios rather than model ones. Its Form ADV filed on 25 March 2026 reported $2.3 billion in regulatory assets for 51 clients.
- Type
- Multi-family office
- Location
- Memphis, Tennessee, United States
- Sectors
- Public equities
- Fund size / AUM
- $2.3B regulatory AUM (Form ADV, filed 2026-03-25)
- Latest fund or filing
- 25 Mar 2026
- Website
- www.sentryllc.com
Contacts on file
For Sentry, LLC, the paid file holds: 1 named decision-maker with roles.
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