Multi-Family OfficeRIA · CRD 150593SEC-Registered

Updated:

Sentry, LLC

Sentry, LLC was established in 2009 by Joseph Morrison and John Glass. Morrison continues as managing member and chief compliance officer while Glass retired...

Sentry, LLC logo

Sentry, LLC

Sentry, LLC was established in 2009 by Joseph Morrison and John Glass. Morrison continues as managing member and chief compliance officer while Glass retired in 2017 and passed away in 2020. The firm serves multiple families plus institutions from its Memphis headquarters. Sentry allocates across public equities, private equity, hedge funds, real estate, and direct co-investments or SPVs. It maintains exposure in North America and Asia with a focus on industrial technology and semiconductors. Andrew Hursey serves as head of research and portfolio manager. The firm reports 2 professionals and no additional offices. It holds memberships in the University Club of Memphis and East Memphis Rotary Club through Glass. Philanthropic ties include Presbyterian Day School and the University of Mississippi Foundation.

General information

Firm type

Multi Family Office

Year founded

2009

Location

Region

North America

Country

United States

City

Memphis

Corporate office

Memphis, TN, United States

Principals

Joseph Morrison

Co-founder, Managing Member, and Chief Compliance Officer

John Glass

Co-founder (Emeritus)

Andrew Hursey

Head of Research and Portfolio Manager

Sector focus

Industrial TechSemiconductors

Frequently asked questions

Who runs investment decisions at Sentry, LLC?

Joseph Morrison serves as managing member and chief compliance officer. Andrew Hursey acts as head of research and portfolio manager.

What asset classes does Sentry, LLC deploy into?

The firm allocates to public equities, private equity, hedge funds, real estate, and direct co-investments or SPVs.

Which regions does Sentry, LLC cover?

Sentry maintains investment exposure in North America and Asia.

Does Sentry, LLC operate as a single or multi-family office?

Sentry functions as a multi-family office advising multiple families, tax-exempt institutions, and retirement plans.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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