Sentinel Trust Co. Lba
Sentinel Trust Company, LBA is an independent wealth management firm and multi-family office founded in 1997 and headquartered in Houston, Texas. The firm provides comprehensive wealth management, succession planning, fiduciary, investment management, philanthropic, and family office services to a select group of very high net-worth families and their closely held entities and foundations. With a deeply personal service philosophy, Sentinel Trust employs around 43 people and focuses exclusively on the unique needs of affluent families, providing bespoke investment and estate planning solutions tailored to complex, multigenerational family wealth.
Investment Strategy
Sentinel Trust employs a client-centric investment approach, designing customized portfolios to suit the unique needs and objectives of each high net-worth family it serves. The firm's private equity strategy employs a fund-of-funds structure, focusing on diversification and risk reduction across three broad areas: corporate finance (leveraged buyouts, mezzanine financing, expansion capital, distressed debt), venture capital (early-stage investments in high-growth companies), and real estate (commercial, residential, and non-traditional assets such as data centers and energy-producing properties). Sentinel Trust leverages legacy relationships to access unique investment opportunities and does not charge additional management or incentive fees for private equity portfolios. The firm emphasizes personalized, long-term stewardship, integrated fiduciary oversight, and comprehensive financial and estate planning.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | iShares Tr Core S&P TTL Stk | 26.30% | $242.2M | 1,793,612 | $62.82 | $135.04 | +$20.5M |
I IWV | iShares Russell 3000 ETF | 9.42% | $86.8M | 247,157 | $217.80 | $351.00 | +$6.4M |
V VXUS | Vanguard Star Fd Vg Tl Intl St | 8.99% | $82.8M | 1,198,578 | $55.35 | $69.09 | +$3.0M |
P PLTR | Palantir Technologies | 4.82% | $44.4M | 325,441 | $11.14 | $136.32 | +$15.2M |
V VEU | Vanguard Ftse All-World Etf | 3.58% | $33.0M | 490,375 | $54.93 | $67.22 | +$2.4M |