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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Leland Roth

    Chief Financial OfficerCRD 4372982

  • Connell Watters

    Managing Director, Chief Legal OfficerCRD 1077111

Contacts

3 of 3
  • Karen Hallock

    Managing DirectorCRD 1395225

  • John Zoeller

    Managing DirectorCRD 7814538

  • Michael Streicker

    PresidentCRD 7816039

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth