SENTINEL FUND ADVISORS, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 327262
- Registered since
- October 9, 2024
- 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 real estate-focused investment adviser that manages pooled investment vehicles for institutional investors. The firm acts as sponsor, general partner and managing member of its funds, which indicates it takes an active role in sourcing, structuring and operating real estate investments rather than serving solely as a passive allocator. Sentinel’s advisory activity is concentrated on portfolio management for pooled vehicles and its fee model combines a percentage of assets under management with performance-based fees, aligning manager compensation with fund performance. The firm is SEC-registered (2024) and serves an institutional client base. Sentinel does not identify as an active ESG investor and is not registered as a multi-state adviser. Its organizational structure and industry affiliations — including links to a trust company and a real estate broker — point to integrated capabilities across deal origination, fund administration and asset management.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 2CONNELL WATTERS
Managing Director, Chief Legal OfficerCRD 1077111
LELAND ROTH
Chief Financial OfficerCRD 4372982
Contacts
3 of 3JOHN ZOELLER
Managing DirectorCRD 7814538
KAREN HALLOCK
Managing DirectorCRD 1395225
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
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