SourcingSourcing

SENTRY INVESTMENT MANAGEMENT, L.L.C.

C34
CRD 105176·SEC 801-7942·STEVENS POINT, WI
AUM
$1.43B
$1B+
Est. Revenue
$14.3M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SENTRY INVESTMENT MANAGEMENT, L.L.C.
CRD
105176
SEC file #
801-7942
EIN
—
DBA names
—

Economics

AUM
$1.43B
AUM band
$1B+
AUM trajectory
'20'26
$12.80B → $1.43B▼ -89%
Client mix
Other2

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
11 advisors → 8 advisors▼ -27%
Primary office
STEVENS POINT WI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SENTRY INSURANCE COMPANY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
SENTRY INSURANCE COMPANY
McDonald, James, Elliot
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
McDonald, James, Elliot
Executive Officer · 2.5%
6776998
Schroeder, Todd, Michael
Executive Officer · 2.5%
6604199
DANCZYK, CARLA, MARIE
Executive Officer · 2.5%
4711455