Firm profile

Graceada Partners

MODESTO, CACRD 337421Registration Status: ApprovedEffective since November 13, 2025SEC # 801-134504Latest ADV March 26, 2026

Graceada Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Modesto, CA. Its latest Form ADV filing, dated March 26, 2026, reports $273M in regulatory assets under management, 25 employees, 1 office, and 41 accounts.

Assets Under Management
$273M
Employees
25
Offices
1 office
Total Clients
41

Associated firm names

2 names listed
  • GRACEADA PARTNERS
  • SENTINEL ROCK REALTY TRUST INC.

Leadership

4 roles identified
CEOJoseph R. Muratore
CCOMatthew S. Villa
CFOMatthew T. Yelland

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

MODESTO, California, United States

Loading map…

Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

California

MODESTOPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$273Mas of March 26, 2026
Discretionary100.0%
$273M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentCO-INVEST AGGREGATORS represent 80.5% of total clients.
Top client categories% of clientsClients
1
CO-INVEST AGGREGATORS
80.5%
33
2
Pooled Investment Vehicles
19.5%
8

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$273M
Total Accounts41
10Y AUM Change+$61M (+28.6%)

Private Funds

Private funds reported by Graceada Partners

Loading private fund disclosures…

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees25
Clients per Employee2:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
R & K SWEHLA 2013 REVOCABLE TRUSTDirect owner · Schedule AInterest in GRACEADA PARTNERS
25% to < 50%
JOSEPH AND SANDRA MURATORE 2013 REVOCABLE TRUSTDirect owner · Schedule AInterest in GRACEADA PARTNERS
25% to < 50%
RYAN SOGGE SWEHLADirect owner · Schedule AInterest in GRACEADA PARTNERS
25% to < 50%
KIMBERLY ANNE SWEHLADirect owner · Schedule AInterest in GRACEADA PARTNERS
25% to < 50%
JOSEPH RICHARD MURATOREDirect owner · Schedule AInterest in GRACEADA PARTNERS
25% to < 50%
SANDRA ESTHER MURATOREDirect owner · Schedule AInterest in GRACEADA PARTNERS
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Graceada Partners.

Reported ownership and control details

Form ADV · Filing date 2026-03-26 · Schedules A and B

16 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1R & K SWEHLA 2013 REVOCABLE TRUSTSHAREHOLDERDomestic entityGRACEADA PARTNERS25% to less than 50%Code CYesSHAREHOLDER02/2024Schedule APDF page 38
2JOSEPH AND SANDRA MURATORE 2013 REVOCABLE TRUSTSHAREHOLDERDomestic entityGRACEADA PARTNERS25% to less than 50%Code CYesSHAREHOLDER02/2024Schedule APDF page 38
3RYAN SOGGE SWEHLATRUSTEE - R & K SWEHLA 2013 REVOCABLE TRUSTIndividualGRACEADA PARTNERS25% to less than 50%Code CYesTRUSTEE - R & K SWEHLA 2013 REVOCABLE TRUST02/2013Schedule APDF page 38
4KIMBERLY ANNE SWEHLATRUSTEE - R & K SWEHLA 2013 REVOCABLE TRUSTIndividualGRACEADA PARTNERS25% to less than 50%Code CYesTRUSTEE - R & K SWEHLA 2013 REVOCABLE TRUST02/2013Schedule APDF page 38
5JOSEPH RICHARD MURATORETRUSTEE - JOSEPH AND SANDRA MURATORE 2013IndividualGRACEADA PARTNERS25% to less than 50%Code CYesTRUSTEE - JOSEPH AND SANDRA MURATORE 201304/2013Schedule APDF page 38
6SANDRA ESTHER MURATORETRUSTEE - JOSEPH AND SANDRA MURATORE 2013IndividualGRACEADA PARTNERS25% to less than 50%Code CYesTRUSTEE - JOSEPH AND SANDRA MURATORE 201304/2013Schedule APDF page 38
7JAMES KENT MCFADDINSECRETARYIndividualGRACEADA PARTNERSLess than 5%Code NAYesSECRETARY02/2024Schedule APDF page 38
8RYAN SOGGE SWEHLAPRESIDENTIndividualGRACEADA PARTNERSLess than 5%Code NAYesPRESIDENT02/2024Schedule APDF page 38
9JOSEPH RICHARD MURATORECEOIndividualGRACEADA PARTNERSLess than 5%Code NAYesCEO02/2024Schedule APDF page 38
10MATTHEW TODD YELLANDCHIEF FINANCIAL OFFICERIndividualGRACEADA PARTNERSLess than 5%Code NAYesCHIEF FINANCIAL OFFICER02/2024Schedule APDF page 38
11JONATHAN DAVID SALZBERGCHIEF INVESTMENT OFFICERIndividualGRACEADA PARTNERSLess than 5%Code NAYesCHIEF INVESTMENT OFFICER02/2024Schedule APDF page 38
12MATTHEW STEVEN VILLACHIEF COMPLIANCE OFFICERIndividualGRACEADA PARTNERSLess than 5%Code NANoCHIEF COMPLIANCE OFFICER09/2025Schedule APDF page 39
13RYAN SOGGE SWEHLATRUSTEEIndividualR & K SWEHLA 2013 REVOCABLE TRUSTPercentage not specifiedCode FYesTRUSTEE02/2013Schedule BPDF page 39
14KIMBERLY ANNE SWEHLATRUSTEEIndividualR & K SWEHLA 2013 REVOCABLE TRUSTPercentage not specifiedCode FYesTRUSTEE02/2013Schedule BPDF page 39
15JOSEPH RICHARD MURATORETRUSTEEIndividualJOSEPH AND SANDRA MURATORE 2013 REVOCABLE TRUSTPercentage not specifiedCode FYesTRUSTEE04/2013Schedule BPDF page 39
16SANDRA ESTHER MURATORETRUSTEEIndividualJOSEPH AND SANDRA MURATORE 2013 REVOCABLE TRUSTPercentage not specifiedCode FYesTRUSTEE04/2013Schedule BPDF page 39

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/26/2026 6:28:08 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.