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SANDHILL INVESTMENT MANAGEMENT

SANDHILL CAPITAL PARTNERS LLC

CRD 129800 · SEC 801-63194

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40 FOUNTAIN PLAZA, SUITE 1300, BUFFALO, NY, 14202, United States

Phone

716-852-0279

Fax

716-852-1905

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.40B

Discretionary AUM

$2.11B

Team

22 total employees; 14 advisory reps; 3 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; CLIENT OPTIONAL ADDITIONAL BONUS

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals1670$693.3M
High net worth individuals374$1.40B
Charitable organizations18$87.3M
Corporations/business entities48$222.9M

States served

VT, AL, AZ, CA, CO, GA, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MS, NV, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD