Data / Investment advisers / Wisconsin / Sentry Investment Management, L.L.C.
Sentry Investment Management, L.L.C., Stevens Point, WI: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sentry Investment Management, L.L.C. is an SEC registered investment adviser with its main office in Stevens Point, Wisconsin and reports $1.4 billion in regulatory assets under management in its Form ADV filed March 26, 2026. It is paid through a percentage of assets under management.
The request: Watch Sentry Investment Management, L.L.C. (CRD number 105176): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 105176
- SEC file number
- 801-7942
- SEC status
- Approved, effective November 14, 1971
- Main office
- 1800 North Point Drive, Stevens Point, WI 54481
- Phone
- (715) 346-6000
- Regulatory AUM
- $1,434,035,455 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $1,434,035,455
- Accounts
- 2
- Employees
- 10, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.43 billion | March 26, 2026 |
| December 1, 2025 | $1.40 billion | March 28, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Diversified Management Inc | Milwaukee | $1.87 billion | Not listed | adviserinfo.sec.gov |
| Schaper Benz & Wise Investment Counsel Inc | Neenah | $1.76 billion | Not listed | adviserinfo.sec.gov |
| N.E.W. Advisory Services, LLC | De Pere | $1.60 billion | Not listed | adviserinfo.sec.gov |
| Campbell Newman Asset Management Inc | Milwaukee | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Isthmus Partners, LLC | Madison | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Mason Wells, Inc. | Milwaukee | $1.42 billion | 4 | adviserinfo.sec.gov |
| Packerland Brokerage Services, Inc. | Green Bay | $1.36 billion | Not listed | adviserinfo.sec.gov |
| The Milwaukee Company | Thiensville | $1.35 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Sentry Investment Management, L.L.C. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.