Sand Hill Global Advisors, LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 111295
- Registered since
- August 31, 2000
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI82.78%
- Charitable Organizations16.73%
- Individuals0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sand Hill Global Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2000. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management and on an hourly basis. Its advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of other advisers and managers. The firm identifies itself as an active ESG investor and was named among the Financial Times’ Top 300 RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Private Funds1%
Owners & executives
3 of 6
Sara Craven
Chief Wealth Manager ShareholderCRD 3199175
Brenda Vingiello
Chief Investment Officer ShareholderCRD 6104497
Caroline Curts
Chief Compliance OfficerCRD 5567150
Contacts
3 of 13
Kimberly Pham
Financial PlannerCRD 7004627
Janet Hoffmann
Senior Wealth Manager ShareholderCRD 4096884
Megan Breslin
Senior Wealth ManagerCRD 5470825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$2.9B in ETFs
81%
$2.3B
8%
$554M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $354M | 514,982 | 12.25% |
Location
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 245 Lytton Ave
- Time zone
- PT (UTC-8)
- Office locations
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