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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

SENTINEL FUND ADVISORS, INC.

CRD 327262

NEW YORK, NY

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Search this name across graphsid dfx:ria:1329c001-dfc6-e160-7182-609088b64e02

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 1
Observed: Aug 5, 2024 to Mar 30, 2026
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Sentinel Fund Advisors, Inc.

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.8BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.8B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 178
Advisory employees: 52
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $3.8B
Relying advisers: 2
SEC number: 801-131048
CRD: 327262
Filings on the tape: 4
First filed: Aug 5, 2024
Latest filed: Mar 30, 2026
Organised: Corporation, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SENTINEL REAL ESTATE FUND LP	Real Estate Fund	$2.1B	Oct 8, 2024	93	Aug 5, 2024	reported	021-325132
SENTINEL REAL ESTATE FUND GLOBAL LP	Real Estate Fund	$628M	Oct 8, 2024	7	Aug 5, 2024	reported	021-415502
SENTINEL US CORE-PLUS MULTIFAMILY FUND, LP	Real Estate Fund	$403M	Oct 8, 2024	5	Aug 5, 2024	reported	n/a
SENTINEL NATIONAL URBAN RESIDENTIAL PARTNERS I, LP	Real Estate Fund	$49.2M	Oct 8, 2024	7	Aug 5, 2024	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HALLOCK, KAREN, FAUST	ASSISTANT SECRETARY, VICE PRESIDENT, AND DIRECTOR	Na	yes	03/1998	Aug 5, 2024	Oct 8, 2024
ROTH, LELAND, J	TREASURER, VICE PRESIDENT, AND DIRECTOR	Na	yes	01/2005	Aug 5, 2024	Oct 8, 2024
SENTINEL HOLDINGS TRUST	SOLE SHAREHOLDER	E	yes	02/2024	Aug 5, 2024	Oct 8, 2024
STREICKER, MICHAEL, FRANCIS	PRESIDENT; TRUSTEE OF THE SENTINEL HOLDINGS TRUST	E	yes	08/2022	Aug 5, 2024	Oct 8, 2024
WATTERS, CONNELL, JAMES	Secretary	Na	yes	12/2019	Aug 5, 2024	Oct 8, 2024
ZOELLER, JOHN, HENRY	CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT	Na	yes	03/2007	Aug 5, 2024	Oct 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SENTINEL DISTRICT REAL ESTATE CORPORATION	n/a	n/a	n/a	N	yes	n/a
SENTINEL EQUITY INVESTMENTS II LLC	n/a	n/a	n/a	N	yes	n/a
SENTINEL NATIONAL URBAN RESIDENTIAL MANAGER I, LLC	n/a	n/a	n/a	N	yes	n/a
SENTINEL REAL ESTATE FUND GP LLC	n/a	n/a	n/a	N	yes	n/a
SENTINEL TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
SENTINEL US CORE-PLUS REIT, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$3.8B	$3.8B	178	52	0	4	n/a
2024	Mar 30, 2025	$3.3B	$3.3B	142	54	0	4	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.8B	$3.3B	13.6%	n/a	n/a	178	142	0	0

Relationships

Advises (4)

→ SENTINEL REAL ESTATE FUND GLOBAL LPPrivate fundReal Estate Fund, IA
Aug 5, 2024 to presentfactForm ADV
→ SENTINEL NATIONAL URBAN RESIDENTIAL PARTNERS I, LPPrivate fundReal Estate Fund, IA
Aug 5, 2024 to presentfactForm ADV
→ SENTINEL US CORE-PLUS MULTIFAMILY FUND, LPPrivate fundReal Estate Fund, IA
Aug 5, 2024 to presentfactForm ADV
→ SENTINEL REAL ESTATE FUND LPPrivate fundReal Estate Fund, IA
Aug 5, 2024 to presentfactForm ADV

Controls (6)

← WATTERS, CONNELL, JAMESOwnerSECRETARY, ownership code NA, individual
Aug 5, 2024 to Oct 8, 2024factForm ADV
← HALLOCK, KAREN, FAUSTOwnerASSISTANT SECRETARY, VICE PRESIDENT, AND DIRECTOR, ownership code NA, individual
Aug 5, 2024 to Oct 8, 2024factForm ADV
← ROTH, LELAND, JOwnerTREASURER, VICE PRESIDENT, AND DIRECTOR, ownership code NA, individual
Aug 5, 2024 to Oct 8, 2024factForm ADV
← ZOELLER, JOHN, HENRYOwnerCHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT, ownership code NA, individual
Aug 5, 2024 to Oct 8, 2024factForm ADV
← STREICKER, MICHAEL, FRANCISOwnerPRESIDENT; TRUSTEE OF THE SENTINEL HOLDINGS TRUST, ownership code E, individual
Aug 5, 2024 to Oct 8, 2024factForm ADV
← SENTINEL HOLDINGS TRUSTOwnerSOLE SHAREHOLDER, ownership code E, domestic entity
Aug 5, 2024 to Oct 8, 2024factForm ADV

Dated events

Occurred
Aug 5, 2024
First Form ADV filing
Sentinel Fund Advisors Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1329c001-dfc6-e160-7182-609088b64e02
First observed: Aug 5, 2024
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SENTINEL FUND ADVISORS, INC.

CRD 327262

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1329c001-dfc6-e160-7182-609088b64e02

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SENTINEL REAL ESTATE FUND LP

Real Estate Fund

$2.1B

Oct 8, 2024

Aug 5, 2024

reported

021-325132

SENTINEL REAL ESTATE FUND GLOBAL LP

Real Estate Fund

$628M

Oct 8, 2024

Aug 5, 2024

reported

021-415502

SENTINEL US CORE-PLUS MULTIFAMILY FUND, LP

Real Estate Fund

$403M

Oct 8, 2024

Aug 5, 2024

reported

n/a

SENTINEL NATIONAL URBAN RESIDENTIAL PARTNERS I, LP

Real Estate Fund

$49.2M

Oct 8, 2024

Aug 5, 2024

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HALLOCK, KAREN, FAUST

ASSISTANT SECRETARY, VICE PRESIDENT, AND DIRECTOR

yes

03/1998

Aug 5, 2024

Oct 8, 2024

ROTH, LELAND, J

TREASURER, VICE PRESIDENT, AND DIRECTOR

yes

01/2005

Aug 5, 2024

Oct 8, 2024

SENTINEL HOLDINGS TRUST

SOLE SHAREHOLDER

yes

02/2024

Aug 5, 2024

Oct 8, 2024

STREICKER, MICHAEL, FRANCIS

PRESIDENT; TRUSTEE OF THE SENTINEL HOLDINGS TRUST

yes

08/2022

Aug 5, 2024

Oct 8, 2024

WATTERS, CONNELL, JAMES

Secretary

yes

12/2019

Aug 5, 2024

Oct 8, 2024

ZOELLER, JOHN, HENRY

CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT

yes

03/2007

Aug 5, 2024

Oct 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SENTINEL DISTRICT REAL ESTATE CORPORATION

n/a

yes

n/a

SENTINEL EQUITY INVESTMENTS II LLC

n/a

yes

n/a

SENTINEL NATIONAL URBAN RESIDENTIAL MANAGER I, LLC

n/a

yes

n/a

SENTINEL REAL ESTATE FUND GP LLC

n/a

yes

n/a

SENTINEL TRUST COMPANY

n/a

yes

n/a

SENTINEL US CORE-PLUS REIT, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$3.8B

178

n/a

2024

Mar 30, 2025

$3.3B

142

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.8B

$3.3B

13.6%

n/a

178

142