FormDSignal
37

Sentinel Passive US Equity Fund amends offering; $189.26M raised to date

Fund raise update · Other fund · Open-ended · HOUSTON, TX · Form D/A filed 2026-10-20 · sponsor: Sentinel · all Sentinel Passive US vehicles

Sentinel Passive US Equity Fund, a Delaware business trust based in Houston, has filed an amendment to its indefinite Regulation D offering under exemptions 3(c)(7) and 6(b). The fund has raised $189.26M from 35 investors since first sale in September 2017.

Note: Amendment filing; firstTimeManager status unknown; no placement agent listed despite $189M+ raised.

$100M+ sold3(c)(7) — qualified purchasersother

Why now — by persona

  • Fund audit & tax:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
  • Fund administrator:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock

People on the filing

N/A Sentinel Trust Company, L.B.A.Managing Trustee of the Issuer
David A. Bristol, Jr.Vice Chairman, Principal and Director of the Managing Trustee
D. Fort FlowersExecutive Chairman of the Board of the Managing Trustee
Lissa GangjeePresident and CEO, Director of the Managing Trustee
Manual MehosDirector of the Managing Trustee
Lisa PrastDirector of the Managing Trustee
Richard R. CruseDirector of the Managing Trustee
Stephanie DonahoDirector of the Managing Trustee
Richard R. FlowersDirector of the Managing Trustee
Walter Muller IIIDirector of the Managing Trustee
Mark SparanoDirector of the Managing Trustee
Anne-Lise WiegandCFO of the Managing Trustee
Todd BurchettCIO of the Managing Trustee

Signed by Anne-Lise A. Wiegand, CFO of Managing Trustee of the Issuer.

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.

Other filings by this issuer

All Sentinel Passive US vehicles on Form D →

More from Sentinel