Sentry Capital Management

What Sentry Capital Management does

Sentry Capital Management, LLC is a privately held investment management firm founded in 2022 by John R. Beldy and headquartered in New York. The firm specializes in options-based hedging strategies for portfolio risk management and the hedging of concentrated equity positions. Its product line centers on the Sentry Hedged Growth Strategy, which pairs broad-based ETFs with liquid options on an unlevered basis, alongside a Covered Call Strategy with a track record dating to 2013 (originated at Exceed), plus tailored Concentrated Position Hedging and Portfolio Hedging mandates.

The firm targets Investment Advisors, Wealth Managers, and Individual Investors, distributing its strategies directly through its website and thought-leadership content rather than via third-party platform or broker-dealer relationships. Revenue is generated through AUM-based management and advisory fees, making the model a recurring, asset-scaled fee business typical of boutique investment managers. Beldy brings more than 30 years of industry experience across Schwab, Exceed, and Sovereign, which underwrites the strategy development and client credibility of the firm. Sentry operates with 11-50 employees consistent with an early-stage boutique, has no disclosed institutional funding rounds, and does not disclose AUM, client count, or pricing.

Name

Sentry Capital Management

Legal name

Sentry Capital Management, LLC

Website

https://sentrycapital.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Sentry Capital Management is a New York-based, privately held investment manager founded in 2022 by John R. Beldy that offers options-based hedging strategies, including the Sentry Hedged Growth Strategy and Covered Call mandates, to Investment Advisors, Wealth Managers, and Individual Investors on an AUM-based fee model.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Quantitative/Systematic Equity (Active) (FSAAAIAL)

akta.pro secondary industries

Systematic Portfolio Construction & Risk Control (Risk Parity, Vol Target, Dynamic Allocation) (FSAHAEAJ), Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

• Options-based hedging
• Investment management
• Separately managed accounts
• Portfolio risk management
• Covered call strategies

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory & Portfolio Management: Manages portfolios for Investment Advisors and individual clients using options-based hedging strategies. Revenue is generated through advisory fees or AUM-based management fees.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Sentry Capital Management provides discretionary investment management services centered on options-based hedging strategies. The firm manages separately managed accounts for Investment Advisors and individual clients, combining broad-based Exchange Traded Funds (ETFs) with liquid Exchange Traded Options (used without leverage) to deliver market-like returns while limiting downside capture and enhancing yield. Its mandate is to always be hedged under a rules-governed framework, offering portfolio hedging and concentrated position hedging alongside its flagship Hedged Growth Strategy and a long-running Covered Call Strategy.

Product overview

Sentry Capital Management offers a unified investment approach centered on its Sentry Hedged Growth Strategy, which combines broad-based ETFs with liquid options (without leverage) to achieve market-like returns while reducing volatility. The core strategy incorporates separately managed account offerings including a Covered Call Strategy (managed since 2013), along with Concentrated Position Hedging and Portfolio Hedging strategies. The firm operates on a rules-governed, always-hedged mandate to mitigate downside exposure while maintaining equity long-bias, working primarily with Investment Advisors and their clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Sentry Hedged Growth Strategy A volatility reduction strategy that uses broad-based Exchange Traded Funds (ETFs) for market-like returns, combined with liquid options (without leverage) to limit downside capture and enhance yield. Designed for Investment Advisors and individual investors seeking equity market participation with reduced drawdowns.
• Covered Call Strategy A covered call strategy offered as part of Separately Managed Account products to Investment Advisors, focused on yield enhancement through options premium collection.
• Concentrated Position Hedging Strategies Strategies designed to hedge concentrated equity positions in individual stocks or sectors while maintaining market exposure, targeted at investors facing concentration risk.
• Portfolio Hedging Strategies Strategies designed to reduce overall portfolio risk and provide downside protection while maintaining an equity long-bias, offered to Investment Advisors and individual clients.

Quantifiable outcome

• Enhanced returns across market cycles
• +1 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• WisdomTree Investments: Large ETF issuer with a deep suite of options-enhanced and hedged equity funds. Competes for the same advisor allocation slots through low-cost ETFs rather than SMAs.
• AQR Funds: Large systematic asset manager offering quantitative equity strategies with risk-management overlays to advisors and institutions. A relevant incumbent comparable to Sentry in systematic discipline and hedging focus, but at vastly greater scale.
• Putnam Investments: Long-tenured asset manager offering hedged equity mutual funds (e.g., capital structure arb, equity income). Competes for similar advisor allocations through mutual fund vehicles rather than SMAs.
• Natixis Investment Managers: Multi-affiliate global asset manager with several affiliates (e.g., Loomis Sayles, Harris) offering hedged equity and risk-managed strategies. Serves the same advisor and institutional audience as Sentry through a multi-boutique platform.
• AGFiQ (AllianceBernstein): Quantitative equity platform offering factor- and risk-managed strategies to advisors. Overlaps with Sentry's quantitative, rules-governed hedging approach but operates at institutional scale.
• PIMCO: Global asset manager with hedged equity and risk-managed strategies distributed via advisor and institutional channels. Significant overlap in serving risk-conscious equity allocators, though at far broader scale.

Direct peers

• Cboe Vest Financial: Specialist in options-based strategies and defined outcome ETFs, including covered call and buffer strategies marketed through advisor channels. Comparable in product type and target audience to Sentry's hedged equity suite.
• Gateway Investment Advisers: Long-standing options-overlay manager offering hedged equity SMAs (e.g., Lattice Strategies) to advisors and institutions. Highly comparable to Sentry: same RIA distribution, same options-overlay approach to long-equity portfolios.
• Overlay Shares: Issuer of options-overlay ETFs providing hedged equity exposure. Competes with Sentry for the same investor dollars through an ETF wrapper rather than SMAs, but addresses the same hedging/yield need.

Emerging players

• Millburn Ridgefield: Systematic, rules-governed alternatives manager (CTA/managed futures) using derivatives overlays for portfolio risk management. Comparable in systematic discipline and overlay approach, though focused on futures rather than equity options.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sentry Capital Management