{
  "crd_number": 326444,
  "slug": "sentinel-global-san-francisco-ca-326444",
  "primary_business_name": "SENTINEL GLOBAL",
  "legal_name": "SENTINEL GLOBAL LP",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-30",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 210293919.0,
  "raum_discretionary": 210293919.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 210293919.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://sentinelglobal.xyz"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326444",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/sentinel-global-san-francisco-ca-326444",
  "display_name": "Sentinel Global",
  "summary": "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.",
  "citation": "AdvisorCensus. Sentinel Global (CRD 326444): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Sentinel Global compensated?",
      "a": "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."
    },
    {
      "q": "How much does Sentinel Global charge?",
      "a": "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."
    },
    {
      "q": "Where is Sentinel Global located?",
      "a": "Sentinel Global's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Sentinel Global registered with the SEC or a state?",
      "a": "Sentinel Global is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 326444."
    },
    {
      "q": "How much does Sentinel Global manage?",
      "a": "Sentinel Global reports $210,293,919 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sentinel Global's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Sentinel Global serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Sentinel Global report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Sentinel Global's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-06-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 210568194.0,
      "total_employees": 10,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 210293919.0,
      "total_employees": 5,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 2.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "2.5% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2.5% of assets a year"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 2.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sentinel-global-san-francisco-ca-326444.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 210293919.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326444",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
