Sentinel Rock Realty Trust provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 4 private funds.
Sentinel Rock Realty Trust reports 41 clients. They include 33 other clients and 8 pooled investment vehicles. Of its assets, 100.0% ($273M across 41 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 20% | 38% |
| Other | 80% | 62% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 8 | $104M | 37.9% | $12.9M |
| Other | 33 | $170M | 62.1% | $5.15M |
| Total | 41 | $273M | 100% | $6.67M |
- Clients
- 8
- Regulatory AUM
- $104M
- AUM share
- 37.9%
- Avg. per client
- $12.9M
- Clients
- 33
- Regulatory AUM
- $170M
- AUM share
- 62.1%
- Avg. per client
- $5.15M
Total
- Clients
- 41
- Regulatory AUM
- $273M
- AUM share
- 100%
- Avg. per client
- $6.67M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 4
Sentinel Rock Realty Trust is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
R & K Swehla 2013 Revocable Trust owns 25% to 50% of Sentinel Rock Realty Trust. The leadership team of Sentinel Rock Realty Trust includes President Ryan Swehla, Chief Investment Officer Jonathan Salzberg and Chief Financial Officer Matthew Yelland. It has 25 employees, 8 of them in advisory roles.
Leadership
- Ryan SwehlaPresident
- Matthew YellandChief Financial Officer
- Matthew VillaChief Compliance Officer
- James McFaddinSecretary
- Joseph MuratoreCEO
- Jonathan SalzbergChief Investment Officer
- Kimberly SwehlaTrustee - R & K Swehla 2013 Revocable Trust
- Sandra MuratoreTrustee - Joseph and Sandra Muratore 2013
Staff
- 25 employees
- 8 in advisory functions
- Owns 25% to 50% of Sentinel Rock Realty Trust Inc.
R & K Swehla 2013 Revocable Trust
Control person · since February 2024
- Owns 25% to 50% of Sentinel Rock Realty Trust Inc.
Joseph and Sandra Muratore 2013 Revocable Trust
Control person · since February 2024
- Owns 25% to 50% of Sentinel Rock Realty Trust Inc.
Ryan Swehla
Control person · since February 2013
- Owns 25% to 50% of Sentinel Rock Realty Trust Inc.
Kimberly Swehla
Control person · since February 2013
- Owns 25% to 50% of Sentinel Rock Realty Trust Inc.
Joseph Muratore
Control person · since April 2013
- Owns 25% to 50% of Sentinel Rock Realty Trust Inc.
Sandra Muratore
Control person · since April 2013
Besides its headquarters, Sentinel Rock Realty Trust has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 1300 K Street, 2nd Floor, ModestoHQ
Contact and registration details
- Legal name
- Sentinel Rock Realty Trust Inc.
- Headquarters
- 1300 K Street, 2nd Floor, Modesto, CA 95354
- Website
- graceadapartners.com
- Phone
- 209-526-2240
- @2625135
- SEC file
- 801-134504
- Structure
- California corporation
- Fiscal year end
- December
Sentinel Rock Realty Trust has custody of client assets.
What the accounts hold
- Other100%
- Real estate100%
How many clients does Sentinel Rock Realty Trust have?
Sentinel Rock Realty Trust has 41 clients and manages $273 million for them, as of March 2026. They include 33 other clients and 8 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Sentinel Rock Realty Trust offer?
Sentinel Rock Realty Trust provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Sentinel Rock Realty Trust have?
Sentinel Rock Realty Trust has 0 investment adviser representatives registered with state securities authorities, out of 25 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sentinel Rock Realty Trust invest in?
At the end of its last fiscal year, Sentinel Rock Realty Trust’s separately managed accounts held 100% other. The 100% other category is described as: Real Estate. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sentinel Rock Realty Trust?
Sentinel Rock Realty Trust’s direct owners are R & K Swehla 2013 Revocable Trust, Joseph and Sandra Muratore 2013 Revocable Trust, Ryan Swehla, Kimberly Swehla, Joseph Muratore, and Sandra Muratore, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Sentinel Rock Realty Trust get paid?
Sentinel Rock Realty Trust is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sentinel Rock Realty Trust?
Sentinel Rock Realty Trust’s main office is at 1300 K Street, 2nd Floor, Modesto, CA 95354. Its phone number is 209-526-2240. Its website is graceadapartners.com.