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FIRM PROFILE

SENTRY MANAGEMENT INC

CRD 107379 · Source month: August 2026

Reported business facts

CRD number
107379Reported in SEC monthly data
Legal name
SENTRY MANAGEMENT INCReported in SEC monthly data
Regulatory assets under management
$5,440,124,412.00Reported in SEC monthly data
Employees
5Reported in SEC monthly data
Employees performing advisory functions
2Reported in SEC monthly data
Individual clients (other than high net worth)
Not reportedObserved missing state
High net worth individual clients
34Reported in SEC monthly data
Banking or thrift institution clients
48Reported in SEC monthly data
Investment company clients
Not reportedObserved missing state
Business development company clients
Not reportedObserved missing state
Other pooled investment vehicle clients
Not reportedObserved missing state
Pension and profit-sharing plan clients
Not reportedObserved missing state
Charitable organization clients
SuppressedReported in SEC monthly data
State or municipal government clients
SuppressedReported in SEC monthly data
Other investment adviser clients
Not reportedObserved missing state
Insurance company clients
Not reportedObserved missing state
Sovereign wealth fund or foreign official clients
Not reportedObserved missing state
Corporation or other business clients
SuppressedReported in SEC monthly data
Other clients
Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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