Sentinel Pension Advisors, LLC
● SEC registered since 1998CRD 109901SEC# 801-55783Wakefield, MA
Reg. AUM
$11.94B
Employees
53
Accounts
3,033
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 $11.9 billion in regulatory assets under management and employs 53 people.
Sentinel Pension Advisors, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas K Dustin Jr Control | Chief Compliance Officer | Under 5% | 2025 |
| James Michael Carnevale Control | President / Director | Under 5% | 2016 |
| New Sentinel Holdco, LLC Control | Member | Over 75% | 2025 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sentinel Pension Advisors, LLC manage?
Sentinel Pension Advisors, LLC reports $11.9 billion in regulatory assets under management on its Form ADV.
How many employees does Sentinel Pension Advisors, LLC have?
Sentinel Pension Advisors, LLC reports 53 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
| Address | 100 Quannapowitt Pkwy, Suite 402, Wakefield, MA 01880 |
| Phone | 781-914-1361 |
| Fax | 781-213-6742 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1802290 |
| Discloses disciplinary history | No |
Regulatory AUM
$11.94B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$11.94Bregulatory AUM
Discretionary $2.98BNon-discretionary $8.96B