RIA Intel›Advisers›Connecticut›SENTINEL ASSET MANAGEMENT, LLC

SENTINEL ASSET MANAGEMENT, LLC

Advisory

WALLINGFORD, CT

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in CT

#951

of 1,312 advisers by AUM

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

15

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees15

Investment Advisers7

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, MD, PA, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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