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SAND HILL GLOBAL ADVISORS, LLC
CRD 111295 · SEC 801-58002
245 LYTTON AVENUE, SUITE 300, PALO ALTO, CA, 94301, United States
Phone
650-854-9150
Fax
650-854-2941
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.39B
Discretionary AUM
$4.33B
Team
33 total employees; 16 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $21.8M |
| High net worth individuals | 504 | $3.63B |
| Charitable organizations | 26 | $734.4M |
States served
AZ, CA, ID, LA, ME, MD, MA, NV, NY, OR, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD