The SENTRY GROUP is a privately held investment adviser that advises $2.54Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SENTRY GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 7.07% over the last 5-years.
The Group has been registered with the SEC for 17.11 years and is comprised of 2 filing and 4 relying advisers. They operate out of 2 office locations with their Headquarters at 6070 POPLAR AVENUE SUITE 700, MEMPHIS, TENNESSEE. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 7 investment and 1 non-investment staff. The total number of Employees increased by 166.67% over the last 5-years.
Their $2.54Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 5 other accounts. Assets of Corporations or Other Businesses clients own $1.44Bn or 56.88% of Total Assets and High Net Worth Individuals own $879.8mn or 34.68% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $9.51mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
SENTRY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.