GENTRY PRIVATE WEALTH

Overview

Gentry Private Wealth is an independent registered investment adviser structured as a limited liability company and operating as a capital allocator to both individual/family and institutional clients. The firm, SEC-registered in 2022, charges fees based on AUM as well as hourly and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and publication of periodicals or newsletters. The firm reports an industry affiliation with accountants and does not identify as an active ESG investor. Gentry positions itself to deliver discretionary and non-discretionary portfolio management while also directing capital to third-party managers where appropriate. The presence of services such as selection of other advisers and pension consulting suggests they combine in-house portfolio oversight with outsourced manager relationships when clients require access to specialty strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives