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Sentry, LLC

● SEC registered since 2009CRD 150593SEC# 801-70290Memphis, TN
Export (members)
Ranks #1,597 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$2.72B
Fund GAV
$588K
Private funds
1
Employees
3
Accounts
278
Location
Memphis, TN

Sentry, LLC assets under management

Sentry, LLC is an investment advisory firm registered with the SEC based in Memphis, TN. The firm has been registered since 2009. It reports $2.7 billion in regulatory assets under management and employs 3 people. Sentry, LLC manages 1 private fund with combined gross assets of $587,990, including Bambu Investors, LLC. By regulatory assets, it ranks 1,597 of 5,911 private fund managers.

Sentry, LLC private funds

1 funds · $588K GAV
FundTypeGross assetsMin.
Bambu Investors, LLCPrivate Equity$588K$100K

Sentry, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jam Partners, LLC ControlMember10-25%2017
Joseph McCaughan Morrison ControlChief Compliance Officer/Managing MemberOver 75%2009

Frequently asked questions

How much does Sentry, LLC manage?

Sentry, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Sentry, LLC manage?

Sentry, LLC manages 1 private funds with combined gross assets of $587,990.

How many employees does Sentry, LLC have?

Sentry, LLC reports 3 employees.

Where is Sentry, LLC located?

Sentry, LLC is based in Memphis, TN and has been SEC-registered since 2009.

Does Sentry, LLC disclose fund performance?

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

Contact & registration

Address555 Perkins Ext, Suite 400, Memphis, TN 38117
Phone901-820-0515
Fax901-820-0517
Office hours8:30a.m.-4:00p.m. Central
SEC regionAtlanta Regional Office (ARO)
CIK2004474
Discloses disciplinary historyNo

Assets under management

Discretionary$1.08B
Non-discretionary$1.63B
Total (RAUM)$2.72B

Service providers