# Sentinel Fund Advisors, Inc.

> Sentinel Fund Advisors, Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 327262
- Filed as: SENTINEL FUND ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327262
- AdvisorCensus page: https://advisorcensus.com/firm/sentinel-fund-advisors-inc-new-york-ny-327262

## Quick answers

**How is Sentinel Fund Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Sentinel Fund Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**What does Sentinel Fund Advisors, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sentinel Fund Advisors, Inc. located?**
Sentinel Fund Advisors, Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Sentinel Fund Advisors, Inc. registered with the SEC or a state?**
Sentinel Fund Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 327262.

**How much does Sentinel Fund Advisors, Inc. manage?**
Sentinel Fund Advisors, Inc. reports $3,780,035,559 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Sentinel Fund Advisors, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Sentinel Fund Advisors, Inc.: Regulatory assets under management: $3,327,006,238 in the October 2025 data and $3,780,035,559 in the October 2026 data, up 14%. Total employees: 142 in October 2025 and 178 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sentinel Fund Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Sentinel Fund Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327262

**What changed in Sentinel Fund Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 54 to 52. Regulatory assets under management went from $3,327,006,238 to $3,780,035,559 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> The Advisory Fee does not exceed 1.5% of any Investor’s capital contributions or commitments, or net asset value of an Investor’s capital account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $3,780,035,559
- Discretionary: $3,780,035,559
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $3,780,035,559 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 178 total, 52 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sentinelcorp.com/sentinelfundadvisors.aspx
- Facebook @sentinelcorporation
- LinkedIn @sentinel-real-estate

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $3,327,006,238 | 142 | March 30, 2025 |
| October 2026 | $3,780,035,559 | 178 | March 30, 2026 |

Regulatory assets under management: $3,327,006,238 in the October 2025 data and $3,780,035,559 in the October 2026 data, up 14%.
Total employees: 142 in October 2025 and 178 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 54 to 52.
- Regulatory assets under management went from $3,327,006,238 to $3,780,035,559 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sentinel Fund Advisors, Inc. (CRD 327262): Form ADV filing data as of October 2026.