Sentinel Fund Advisors, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 327262
- Registered since
- October 9, 2024
- Website
- www.sentinelcorp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sentinel Fund Advisors, Inc. is a corporate adviser organized around pooled real estate vehicles. The firm registered with the SEC in 2024 and positions itself as a manager and sponsor of real estate funds for institutional clients. Its advisory mandate is portfolio management for pooled investment vehicles, and it operates fee arrangements that include both a percentage-of-assets component and performance-based fees. Sentinel does not identify as an active ESG investor and is not described as a multi-state adviser; it is classified broadly as a real estate fund adviser and reports an owner structure of domestic entities and individuals. The firm also lists industry affiliations that include a trust company, a real estate broker role, and responsibilities as sponsor, general partner, or managing member of pooled vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Leland Roth
Chief Financial OfficerCRD 4372982
Connell Watters
Managing Director, Chief Legal OfficerCRD 1077111
Contacts
3 of 3Karen Hallock
Managing DirectorCRD 1395225
John Zoeller
Managing DirectorCRD 7814538
Michael Streicker
PresidentCRD 7816039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1251 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Healthcare Royalty Management, LLC
RIANew York, NY
10th Lane Partners, LP
RIANew York, NY
Jefferies Credit Management LLC
RIANew York, NY
Scopus Asset Management, L.P.
RIANew York, NY
Avala Global LP
RIANew York, NY
Annaly Credit Opportunities Management LLC
RIANew York, NY