Sentinel Dome Partners, LLC is a large advisory firm based in San Francisco. It manages $453.57 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.
Sentinel Dome Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sentinel Dome Partners, LLC is $453.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and $379.82 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Sentinel Dome Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Sentinel Dome Partners is pooled investment vehicles with 11 clients and $453.57 million of assets under management. Among the 11 most similar advisory firms, Sentinel Dome Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $453.57 million for 11 clients. 55% of the firm’s clients are foreign persons or businesses.
Sentinel Dome Partners also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sentinel Dome Partners, LLC performs its advisory services is located at Three Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-636-9250 or by fax 415-520-2123. The normal business hours are 5:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at sentineldomepartners.com.