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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.
Latest 13F Filing Activity
Sentinel Trust Co. Lba filed their most recent 13F report on Jun 30, 2025 disclosing 128 equity positions with a total 13F market value of $921M. The fund increased holdings in Ishares TR Core S&P TTL STK, Palantir Technologies, Cloudflare Inc. CL A Com among other positions. Sentinel Trust Co. Lba reduced exposure to Apple Inc., Vanguard Admiral FDS I Midcp 4, Ishares TR S&P Midcap 400 among others.
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 |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
D Devangi Thakkar | Vice President, Investment Performance and Reporting Manager | Houston, TX , United States | |
 | Vice President, Portfolio Manager | Houston, TX , United States | |
H Helen Qu (GFM) | Senior Investment Analyst | United States | |
T Todd Burchett | Chief Investment Officer | Houston, TX , United States | |
 | Portfolio Manager-Private Assets, Vice President | Houston, TX , United States |
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