{"url":"https://nivawealth.com/firms/sentinel-pension-advisors-109901","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109901","regulatoryAum":11941931134,"crd":"109901","secFileNumber":"801-55783","legalName":"Sentinel Pension Advisors, LLC","displayName":"Sentinel Pension Advisors","website":null,"linkedinUrl":"https://www.linkedin.com/company/sentinelgroup1987/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"100 Quannapowitt Pkwy, Suite 402","city":"Wakefield","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"01880"},"tradeNames":["Sentinel Group"],"registration":{"secApproved":"5 August 1998","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":53,"advisory":48,"brokerDealerReps":28,"insuranceAgents":34,"promoters":2},"aum":{"discretionary":2978308165,"discretionaryAccounts":2587,"nonDiscretionary":8963622969,"nonDiscretionaryAccounts":446,"wrapProgram":522383946,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1150,"regulatoryAum":329202544},{"label":"High-net-worth individuals","clients":273,"regulatoryAum":800974954},{"label":"Pension and profit-sharing plans","clients":633,"regulatoryAum":10811753636}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Sentinel Pension Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"James Carnevale","title":"President / Director","crd":"2710745"},{"name":"Douglas Dustin JR","title":"Chief Compliance Officer","crd":"5790881"},{"name":"Robert Dimase","title":"Director","crd":"2196424"}],"ownership":[{"label":"New Sentinel Holdco, LLC","detail":"Member in the 75% or more ownership band and a control person, since June 2025."},{"label":"Focus Financial Partners, LLC","detail":"Indirect owner: a member of Focus Operating, LLC in the 75% or more band and a control person, since January 2007.","parent":"Focus Operating, LLC"},{"label":"Focus Financial Partners Inc.","detail":"Indirect owner: a member of Focus Operating, LLC in the 75% or more band and a control person, since July 2018.","parent":"Focus Operating, LLC"},{"label":"Ferdinand FFP Acquisition, LLC","detail":"Indirect owner: a shareholder, class a common stock of Focus Financial Partners, LLC in the 75% or more band and a control person, since August 2023.","parent":"Focus Financial Partners, LLC"},{"label":"Ferdinand FFP Ultimate Holdings, LP","detail":"Indirect owner: a shareholder, class b common stock of Focus Financial Partners Inc. in the 75% or more band and a control person, since August 2023. 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