{"url":"https://nivawealth.com/firms/sentinel-rock-realty-trust-337421","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/337421","regulatoryAum":273456874,"crd":"337421","secFileNumber":"801-134504","legalName":"Sentinel Rock Realty Trust Inc.","displayName":"Sentinel Rock Realty Trust","slug":"sentinel-rock-realty-trust-337421","website":"https://graceadapartners.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_private_markets_manager","typeLabel":"Private markets","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/2625135/admin/dashboard/","founded":null,"organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"1300 K Street, 2nd Floor","city":"Modesto","state":"CA","stateName":"California","country":"United States","postalCode":"95354"},"tradeNames":[],"registration":{"secApproved":"13 November 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":25,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":273456874,"discretionary":273456874,"discretionaryAccounts":41,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":103550459},{"label":"Other","clients":33,"regulatoryAum":169906415}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Sentinel Rock Realty Trust has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ryan Swehla","title":"President","crd":"8129703"},{"name":"Matthew Yelland","title":"Chief Financial Officer","crd":"8129723"},{"name":"Matthew Villa","title":"Chief Compliance Officer","crd":"2481457"},{"name":"James McFaddin","title":"Secretary","crd":"8129716"},{"name":"Joseph Muratore","title":"CEO","crd":"8129712"},{"name":"Jonathan Salzberg","title":"Chief Investment Officer","crd":"8129727"},{"name":"Kimberly Swehla","title":"Trustee - R & K Swehla 2013 Revocable Trust","crd":"8129707"},{"name":"Sandra Muratore","title":"Trustee - Joseph and Sandra Muratore 2013","crd":"8129714"}],"ownership":[{"label":"R & K Swehla 2013 Revocable Trust","detail":"Shareholder in the 25% to 50% ownership band and a control person, since February 2024."},{"label":"Joseph and Sandra Muratore 2013 Revocable Trust","detail":"Shareholder in the 25% to 50% ownership band and a control person, since February 2024."},{"label":"Ryan Swehla","detail":"Trustee - r & k swehla 2013 revocable trust in the 25% to 50% ownership band and a control person, since February 2013. Also trustee of R & K Swehla 2013 Revocable Trust and a control person, since February 2013."},{"label":"Kimberly Swehla","detail":"Trustee - r & k swehla 2013 revocable trust in the 25% to 50% ownership band and a control person, since February 2013. Also trustee of R & K Swehla 2013 Revocable Trust and a control person, since February 2013."},{"label":"Joseph Muratore","detail":"Trustee - joseph and sandra muratore 2013 in the 25% to 50% ownership band and a control person, since April 2013. Also trustee of Joseph and Sandra Muratore 2013 Revocable Trust and a control person, since April 2013."},{"label":"Sandra Muratore","detail":"Trustee - joseph and sandra muratore 2013 in the 25% to 50% ownership band and a control person, since April 2013. Also trustee of Joseph and Sandra Muratore 2013 Revocable Trust and a control person, since April 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1300 K Street, 2nd Floor","city":"Modesto","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"209-526-2240","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Real Estate"}],"privateFunds":4},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/337421/PDF/337421.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sentinel Rock Realty Trust have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sentinel Rock Realty Trust offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Sentinel Rock Realty Trust have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sentinel Rock Realty Trust invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sentinel Rock Realty Trust?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sentinel Rock Realty Trust get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sentinel Rock Realty Trust?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}