Sentinel Dome Partners, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$66.3M
Accounts
24
Employees
15
Advisory reps
5

Firm details

Headquarters
Burlingame, California
CRD number
172019
Registered since
August 29, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sentinel Dome Partners, LLC is a privately owned investment manager formed in 2014 that operates as a multifunctional fund sponsor and manager. The firm is structured as an LLC and focuses on institutional clients through pooled investment vehicles. Its stated business activities include acting as a CPO/CTA and serving as sponsor, general partner and managing member of funds it manages. Compensation combines a percentage-of-assets fee with performance-based fees, consistent with hedge fund and private equity-style structures. Sentinel Dome is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Yu Luo

    Chief Financial OfficerCRD 8074008

  • Bradley Packer

    Bradley Packer

    Chief Compliance OfficerCRD 6909663

Contacts

3 of 3
  • Sumit Choudhury

    PartnerCRD 4206265

  • Qazi Alam

    Qazi Alam

    FounderCRD 4035453

  • William Brancaccio

    Investment PartnerCRD 4843535

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Burlingame, CA

San Mateo

Location

Burlingame, CA

Headquartered in Burlingame, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
1350 Bayshore Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth