Sentinel Fund Advisors, Inc.
- Regulatory AUM
- $3.8B
- Discretionary
- $3.8B
- Clients
- 4
- Avg AUM / client
- $945M
- Accounts
- 4
- Employees
- 178
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $3.8B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $3.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sentinel Real Estate Fund Lp | Real Estate Fund | Delaware | $2.1B | 93 |
| Sentinel Real Estate Fund Global Lp | Real Estate Fund | Delaware | $628M | 7 |
| Sentinel Us Core Plus Multifamily Fund, Lp | Real Estate Fund | Delaware | $403M | 5 |
| Sentinel National Urban Residential Partners I, Lp | Real Estate Fund | Delaware | $49.2M | 7 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Plan For Employees Of Badger Mutual Insurance Company Badger Mutual Insurance Company | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hallock, Karen, Faust | Assistant Secretary, Vice President, And Director | Mar 1998 (28y) | Less than 5% | |
| Roth, Leland, J | Treasurer, Vice President, And Director | Jan 2005 (22y) | Less than 5% | |
| Zoeller, John, Henry | Chief Compliance Officer And Senior Vice President | Mar 2007 (19y) | Less than 5% | |
| Watters, Connell, James | Secretary | Dec 2019 (7y) | Less than 5% | |
| Streicker, Michael, Francis | President; Trustee Of The Sentinel Holdings Trust | Aug 2022 (4y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sentinel Holdings Trust | Sole Shareholder | Feb 2024 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $3.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sentinel Real Estate Fund Lp | Real Estate Fund | $2.1B | $250K | 93 |
| Sentinel Real Estate Fund Global Lp | Real Estate Fund | $628M | $250K | 7 |
| Sentinel Us Core Plus Multifamily Fund, Lp | Real Estate Fund | $403M | $1.0M | 5 |
| Sentinel National Urban Residential Partners I, Lp | Real Estate Fund | $49.2M | $0 | 7 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Plan For Employees Of Badger Mutual Insurance Company | Badger Mutual Insurance Company | 30 | $12.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗