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Sentry Investment Management, L.L.C.

● SEC registered since 1971CRD 105176SEC# 801-7942Stevens Point, WI
Export (members)
Reg. AUM
$1.4B
Employees
11
Accounts
2
Location
Stevens Point, WI

Sentry Investment Management, L.L.C. assets under management

Sentry Investment Management, L.L.C. is an SEC-registered investment adviser based in Stevens Point, WI. The firm has been registered since 1971. It reports $1.4 billion in regulatory assets under management and employs 11 people.
View on SEC.gov ↗

Sentry Investment Management, L.L.C. owners & executives

5 reported
NameTitleOwnershipSince
Carla Marie DanczykChief Compliance OfficerUnder 5%2019
James Elliot McDonald ControlPresident And DirectorUnder 5%2017
Sentry Insurance Company ControlShareholderOver 75%1969
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Frequently asked questions

How much does Sentry Investment Management, L.L.C. manage?

Sentry Investment Management, L.L.C. reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Sentry Investment Management, L.L.C. have?

Sentry Investment Management, L.L.C. reports 11 employees.

Where is Sentry Investment Management, L.L.C. located?

Sentry Investment Management, L.L.C. is based in Stevens Point, WI and has been SEC-registered since 1971.

Does Sentry Investment Management, L.L.C. disclose fund performance?

Sentry Investment Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1800 North Point Drive, Stevens Point, WI 54481
Phone715-346-6000
Office hours8:00 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK89014
Discloses disciplinary historyNo

Assets under management

Discretionary$1.4B
Non-discretionary$0
Total (RAUM)$1.4B