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SENTINEL DOME PARTNERS, LLC

CRD 172019File 801-80102
APPROVED
Custody
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.59B
Top 25% of cohort (national)
Discretionary AUM
$1.59B
Clients
24
24 accounts
Employees
15
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Aug 29, 2014
Principal office
1350 BAYSHORE HWY, STE 905, BURLINGAME, CA, 94010
Phone
415-636-9250

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.59B
Discretionary AUM
$1.59B
Non-discretionary AUM
$0
Discretionary accounts
24
Non-discretionary accounts
0
Total accounts
24
AUM per client
$66.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles24$1.59B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1415increased by1
Apr 1, 2026Clients1824increased by6
Apr 1, 2026AUM$1,256,418,750$1,592,156,440increased by$335,737,690
Apr 1, 2026Accounts1824increased by6
May 1, 2025
vs Oct 1, 2022
Employees1214increased by2
May 1, 2025
vs Oct 1, 2022
AUM$877,769,587$1,256,418,750increased by$378,649,163
Apr 1, 2022Employees1112increased by1
Apr 1, 2022Clients1718increased by1
Apr 1, 2022AUM$566,957,050$877,769,587increased by$310,812,537
Apr 1, 2022Accounts1718increased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SENTINEL DOME” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SENTINEL DOME” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.