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| Sentinel Pension Advisors LLC
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|---|---|
| CRD # | 109901 |
| SEC # | 801-55783 |
| CIK # | 0001802290 |
| AUM | 11.94 B (2026-05-15) |
| Employees | 53 (91% Investors, 53% Brokers) |
| Phone | 781-914-1361 |
| Address | 100 Quannapowitt Pkwy Wakefield, MA 01880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 37.2 | ||
| Global MOFY Metaverse Ltd | 12.0 | ||
| Apple Inc | 7.7 | ||
| Eastern Bankshares Inc | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,150 | 0.3 |
| (b) Individuals (high net worth individuals) | 273 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 633 | 10.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,033 | 11.9 |
| By Discretionary | ||
| Discretionary | 2,587 | 3.0 |
| Non-Discretionary | 446 | 9.0 |
| Total | 3,033 | 11.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.9 | |
| Total | 3,033 | 11.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802290] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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