Investment adviser · CRD 150593

SENTRY, LLC

Investment adviser filing (IA)

MEMPHIS, TN, United States · Form ADV filed Mar 25, 2026

Regulatory AUM
$2.33B
Form ADV · Item 5.F
Client accounts
251
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Corporations & businesses5$1,442,898,88261.9%
High-net-worth individuals51$879,799,52137.8%
Individuals18$6,948,3120.3%
Filing source

Form ADV 2062561 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BAMBU INVESTORS, LLCPrivate Equity Fund · Last reported Sep 19, 2025$588KGross asset value

Form D fundraising filings

Bambu Investors LLC

Auditor LBMC MEMPHIS, Tennessee, United States
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

LBMC
PCAOB 450

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source
Fund ID
805-8669911592
Reported beneficial owners
25
Minimum commitment
$100K
Form D file number
021-344611
Form D file number
021-373734

Form ADV 2017069 · Sep 19, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

6070 POPLAR AVENUE, SUITE 700
MEMPHIS, TN, 38119, United States

CRD 150593

Filing source

Form ADV 2062561 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.