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Sentinel Pension Advisors, LLC

● SEC registered since 1998CRD 109901SEC# 801-55783Wakefield, MA
Export (members)
Reg. AUM
$10.73B
Employees
54
Accounts
3,113
Location
Wakefield, MA

Sentinel Pension Advisors, LLC assets under management

Sentinel Pension Advisors, LLC is an investment advisory firm registered with the SEC based in Wakefield, MA. The firm has been registered since 1998. It reports $10.7 billion in regulatory assets under management and employs 54 people.

Sentinel Pension Advisors, LLC owners & executives

16 reported
NameTitleOwnershipSince
James Michael Carnevale ControlPresident / DirectorUnder 5%2016
James Michael Nestor ControlChief Compliance OfficerUnder 5%2011
New Sentinel Holdco, LLC ControlMemberOver 75%2025
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Frequently asked questions

How much does Sentinel Pension Advisors, LLC manage?

Sentinel Pension Advisors, LLC reports $10.7 billion in regulatory assets under management on its Form ADV.

How many employees does Sentinel Pension Advisors, LLC have?

Sentinel Pension Advisors, LLC reports 54 employees.

Where is Sentinel Pension Advisors, LLC located?

Sentinel Pension Advisors, LLC is based in Wakefield, MA and has been SEC-registered since 1998.

Does Sentinel Pension Advisors, LLC disclose fund performance?

Sentinel Pension Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Quannapowitt Pkwy, Suite 402, Wakefield, MA 01880
Phone781-914-1361
Fax781-213-6742
Office hours9a.m. - 5p.m.
SEC regionBoston Regional Office (BRO)
CIK1802290
Discloses disciplinary historyNo

Assets under management

Discretionary$3.05B
Non-discretionary$7.68B
Total (RAUM)$10.73B