Sentry Investment Management, L.L.C.
● SEC registered since 1971CRD 105176SEC# 801-7942Stevens Point, WI
Reg. AUM
$1.43B
Employees
10
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 10 people.
Sentry Investment Management, L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carla Marie Danczyk | Chief Compliance Officer | Under 5% | 2019 |
| James Elliot McDonald Control | President And Director | Under 5% | 2017 |
| Sentry Insurance Company Control | Shareholder | Over 75% | 1969 |
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Join to unlock · $37/moFrequently 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 10 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
| Address | 1800 North Point Drive, Stevens Point, WI 54481 |
| Phone | 715-346-6000 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 89014 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.43B▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.43Bregulatory AUM
Discretionary $1.43B