Sand Hill Global Advisors, LLC

RIASEC Registered

Total AUM

$4.4B

Discretionary

$4.3B

99% of AUM

Avg account

$2M

Accounts

2,153

Employees

Advisory reps

Firm details

Headquarters: Palo Alto, California
CRD number: 111295
Registered since: August 31, 2000
Website: www.sandhillglobaladvisors.com
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

FINTRX

Overview

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.