Form D · Other Investment Fund
Sentinel Passive US Equity Fund
Houston, TX · CIK 0001720158
Offering snapshot reported Oct 20, 2026 · SEC filing
- Reported sold
- $189M Indefinite offering
- Investors reported
- 35 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 30, 2017 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$186,572,000 → $189,259,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 20, 2026 | Amendment | $189,259,000 | $2,687,000vs Oct 21, 2025 | 35 | SEC filing |
| Oct 21, 2025 | Amendment | $186,572,000 | $2,323,000vs Oct 21, 2024 | 35 | SEC filing |
| Oct 21, 2024 | Amendment | $184,249,000 | $7,747,000vs Oct 20, 2023 | 35 | SEC filing |
| Oct 20, 2023 | Amendment | $176,502,000 | $7,831,000vs Sep 12, 2022 | 35 | SEC filing |
| Sep 12, 2022 | Amendment | $168,671,000 | $20,615,000vs Sep 10, 2020 | 46 | SEC filing |
| Sep 10, 2021 | Amendment | $161,020,000 | No comparison | Not reported | SEC filing |
| Sep 10, 2020 | Amendment | $148,056,000 | $123,056,000vs Oct 31, 2017 | 38 | SEC filing |
| Sep 10, 2019 | Amendment | $133,155,000 | $108,155,000vs Oct 31, 2017 | 36 | SEC filing |
| Sep 10, 2018 | Amendment | $47,807,000 | $22,807,000vs Oct 31, 2017 | 18 | SEC filing |
| Oct 31, 2017 | Initial | $25,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-297822
Source: Form D, filed Oct 20, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Marcie Bristol | Director |
| David A. Bristol, Jr. | Director |
| Todd Burchett | Executive |
| Richard R. Cruse | Director |
| Stephanie Donaho | Director |
| John Thomas Eubank | Director |
| Richard R. Flowers | Director |
| Joseph Flowers | Director |
| D. Fort Flowers | Director |
| Lissa Gangjee | Director, Executive |
| Manual Mehos | Director |
| Manuel J. Mehos | Director |
| Walter Muller Iii | Director |
| Lisa Prast | Director |
| N/A Sentinel Trust Company, L.B.A. | Executive |
| Sentinel Trust Company, L.B.A. | Executive |
| Mark Sparano | Director |
| Anne Lise Wiegand | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
2001 Kirby Drive Suite 1200
Houston, TX, 77019
Houston, TX, 77019