AdvisorCensus / Financial advisors / California / San Francisco / Sentinel Global
Sentinel Global is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.
Quick answers
From the filingHow is Sentinel Global compensated?
On its Form ADV (Item 5.E, October 2026), Sentinel Global reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Sentinel Global charge?
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 2.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Sentinel Global located?
Sentinel Global's principal office is in San Francisco, CA, according to its Form ADV.
Is Sentinel Global registered with the SEC or a state?
Sentinel Global is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 326444.
How much does Sentinel Global manage?
Sentinel Global reports $210,293,919 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).
How have Sentinel Global's assets and staff changed since 2024?
In the Form ADV data for Sentinel Global: Regulatory assets under management: $210,568,194 in the October 2025 data and $210,293,919 in the October 2026 data, unchanged. Total employees: 10 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sentinel Global serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does Sentinel Global 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/326444
What changed in Sentinel Global's recent Form ADV filings?
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 2.5% of assets a year
The brochure's wording
During a Fund’s investment period, each Fund will typically pay its respective General Partner an annual management fee (“Management Fee”) that normalizes to 2.5% through the life of the Fund
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$210,293,919 as of October 2026, filing dated June 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Sentinel Global LP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $210,293,919 | 5 | June 30, 2026 |
| October 2025 | $210,568,194 | 10 | June 30, 2025 |
| October 2024 | Not reported | Not reported | June 21, 2024 |
Regulatory assets under management: $210,568,194 in the October 2025 data and $210,293,919 in the October 2026 data, unchanged.
Total employees: 10 in October 2025 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 8 to 2.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sentinel Global (CRD 326444): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sentinel-global-san-francisco-ca-326444