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GRACEADA PARTNERS

Legal name: SENTINEL ROCK REALTY TRUST INC.

CRD 337421File 801-134504
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$273.5M
Below cohort median (national)
Discretionary AUM
$273.5M
Clients
8
41 accounts
Employees
25
Below cohort median in CA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
SFRO
Registration date
Nov 13, 2025
Principal office
1300 K STREET, 2ND FLOOR, MODESTO, CA, 95354
Phone
209-526-2240

Assets & accounts

ADV Item 5F
Total regulatory AUM
$273.5M
Discretionary AUM
$273.5M
Non-discretionary AUM
$0
Discretionary accounts
41
Non-discretionary accounts
0
Total accounts
41
AUM per client
$34.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles8$103.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for businesses
  • 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

DateFieldFromTo
Aug 17, 2026Clients418
Aug 12, 2026RegistrationAPPROVED

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.