SENTINEL FUND ADVISORS, INC.

RIASEC RegisteredEst. 2024
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$945M
Accounts
4
Employees
178
Advisory reps
5

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • CONNELL WATTERS

    Managing Director, Chief Legal OfficerCRD 1077111

  • LELAND ROTH

    Chief Financial OfficerCRD 4372982

Contacts

3 of 3
  • JOHN ZOELLER

    Managing DirectorCRD 7814538

  • KAREN HALLOCK

    Managing DirectorCRD 1395225

  • MICHAEL STREICKER

    PresidentCRD 7816039

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth