Graceada Partners: new SEC registration, $273M AUM, Modesto, CA
Graceada Partners (Modesto, California): new SEC registration, $273M AUM, Modesto, CA. Its amount of 273 is above the median of 134 (76th percentile). Dated 356 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 273 · 76th percentile of 1,149 NewRiaPulse records · 2.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Graceada Partners |
| Legal name | Sentinel Rock Realty Trust INC. |
| CRD | 337421 |
| Status | Approved |
| Registered with the SEC | 2025-11-13 |
| Latest Form ADV filing | 2026-03-26 |
| Location | Modesto, CA, United States |
| Regulatory AUM | $273,456,874 |
| Accounts | 41 |
| Employees | 25 |
| Website | https://www.graceadapartners.com/ |
| amount percentile | 76th of 1,149 (median 134, 2.0x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Graceada Partners and 148 California peers
- California NewRiaPulse records like this one: 148
- Graceada Partners's amount: 76th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $273M under management.
- Website on file.
What is the NewRiaPulse record for Graceada Partners in Modesto, California?
Graceada Partners received SEC registration as an investment adviser (2025-11-13) with $273,456,874 in regulatory assets under management, based in Modesto, CA.
How does Graceada Partners compare to other California NewRiaPulse records?
Its amount of 273 sits in the upper half (76th percentile) of 1,149 records; the median is 134. It is 356 days old; check the official source for later updates before acting.
Graceada Partners vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Graceada Partners | Modesto, CA | 273 | 76th | 2025-11-13 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
Related records
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- Diversified Wealth Advisors, LLC
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- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.