Hedge Fund Database

SAND HILL GLOBAL ADVISORS, LLC

Adviser information for SAND HILL GLOBAL ADVISORS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 32
Investment Advisory/Research 14
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 14
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,940 $3.4B
Non-Discretionary 23 $18.5M
Total 1,963 $3.4B

Clients

Type Number RAUM
Individuals 47 $24.7M
HNW Individuals 468 $2.8B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 22 $570.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-58002
SEC ERA File Number 801-58002
SEC CIK Numbers 1009209
SEC CRD Numbers 111295
Legal Entity Identifier None

Principal Office

245 LYTTON AVENUE
SUITE 300
PALO ALTO
CA
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 650-854-9150, Fax: 650-854-2941

Websites

www.linkedin.com/company/sand-hill-global-advisors www.sandhillglobaladvisors.com/ www.twitter.com/sandhillglobal www.sandhillexperience.com/ www.youtube.com/channel/ucnheq9fp6rw8utbe_cvrkfg

Chief Compliance Officer

CAROLINE CURTS
245 LYTTON AVENUE
SUITE 300
PALO ALTO
CA
United States
Tel: 650-854-9150
Fax: 650-854-2941
(Full email address available in API data)

Regulatory Contact

BRIAN DOMBKOWSKI
CEO
245 LYTTON AVENUE
SUITE 300
PALO ALTO
CA
United States
Tel: 650-854-9150
Fax: 650-854-2941
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ABADIE, JEFFREY, LOUIS Individual – SENIOR WEALTH MANAGER 06/2009 5-10%
DOMBKOWSKI, BRIAN, EUGENE Individual – CHIEF EXECUTIVE OFFICER 02/2010 10-25%
CRAUN, ANTHONY, DONALD Individual – CHIEF OPERATING OFFICER 06/2009 5-10%
CRAVEN, SARA, KATHLEEN Individual – CHIEF WEALTH MANAGER 06/2009 5-10%
PETERSON, STEPHEN, FORD Individual – SENIOR WEALTH MANAGER 06/2009 5-10%
VINGIELLO, BRENDA, ANN Individual – CHIEF INVESTMENT OFFICER 06/2012 5-10%
WILLIAMS, KIMBERLEIGH, ANNE Individual – SENIOR WEALTH MANAGER 06/2009 5-10%
HOFFMANN, JANET, LYNN Individual – SENIOR WEALTH MANAGER 11/2019 5-10%
STRAHS, MARK, FRANCIS Individual – SENIOR PORTFOLIO MANAGER 06/2017 5-10%
CURTS, CAROLINE, ALMA Individual – CHIEF COMPLIANCE OFFICER 03/2018 < 5%
SUN, KRISTIN, MICHELLE Individual – SENIOR WEALTH MANAGER 06/2018 < 5%
CODY, ELIZABETH, RUFFALO Individual – SENIOR WEALTH MANAGER 06/2020 < 5%
DEGROOT, MEGHAN, HUSK Individual – SENIOR PORTFOLIO MANAGER 06/2021 < 5%
BRESLIN, MEGAN, S Individual – SENIOR WEALTH MANAGER 06/2022 < 5%

No. Employees, Historic

40200201920202021202220232024202526 on 11/27/201926 on 11/27/201929 on 3/30/202029 on 6/3/202029 on 6/29/202027 on 3/30/202127 on 10/15/202131 on 3/31/202232 on 3/30/202332 on 3/27/2024

RAUM, Historic

4B2B020192020202120222023202420252050434577 on 11/27/20192050434577 on 11/27/20192708891099 on 3/30/20202708891099 on 6/3/20202708891099 on 6/29/20203082624213 on 3/30/20213082624213 on 10/15/20213604693870 on 3/31/20223037936441 on 3/30/20233443771282 on 3/27/2024

No. Clients, Historic

60030002019202020212022202320242025311 on 11/27/2019311 on 11/27/2019386 on 3/30/2020386 on 6/3/2020386 on 6/29/2020426 on 3/30/2021426 on 10/15/2021433 on 3/31/2022493 on 3/30/2023537 on 3/27/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 292K 3K –
ABBOTT LABS COM 7M 68K –
ABBVIE INC COM 1M 6K –
ACCENTURE PLC IRELAND SHS CLASS A 2M 8K –
ADOBE INC COM 11M 19K –
ADVANCED MICRO DEVICES INC COM 5M 28K –
AFLAC INC COM 663K 7K –
ALIGN TECHNOLOGY INC COM 228K 943 –
ALPHABET INC CAP STK CL A 24M 131K –
ALPHABET INC CAP STK CL C 4M 20K –
AMAZON COM INC COM 21M 108K –
AMERICAN ELEC PWR CO INC COM 5M 60K –
AMERICAN EXPRESS CO COM 491K 2K –
AMERICAN TOWER CORP NEW COM 4M 18K –
AMGEN INC COM 204K 653 –
APOLLO GLOBAL MGMT INC COM 234K 2K –
APPLE INC COM 31M 146K –
APPLIED MATLS INC COM 2M 7K –
ARISTA NETWORKS INC COM 1M 3K –
AUTODESK INC COM 7M 30K –
AUTOMATIC DATA PROCESSING IN COM 539K 2K –
BANK MONTREAL QUE COM 394K 5K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 7K –
BILL HOLDINGS INC COM 663K 13K –
BLACKROCK INC COM 7M 9K –
BOEING CO COM 7M 36K –
BOOKING HOLDINGS INC COM 6M 2K –
BRISTOL-MYERS SQUIBB CO COM 246K 6K –
BROADCOM INC COM 474K 295 –
BRUKER CORP COM 256K 4K –
CATERPILLAR INC COM 272K 816 –
CHENIERE ENERGY INC COM NEW 4M 24K –
CHEVRON CORP NEW COM 10M 62K –
CISCO SYS INC COM 589K 12K –
CME GROUP INC COM 8M 40K –
COCA COLA CO COM 499K 8K –
CONOCOPHILLIPS COM 226K 2K –
CONSTELLATION BRANDS INC CL A 4M 16K –
COSTCO WHSL CORP NEW COM 3M 4K –
DANAHER CORPORATION COM 7M 27K –
DIMENSIONAL ETF TRUST US EQUITY ETF 4M 75K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 444K 14K –
DIMENSIONAL ETF TRUST US TARGETED VLU 490K 9K –
DISNEY WALT CO COM 7M 69K –
DOLLAR GEN CORP NEW COM 1M 8K –
DOORDASH INC CL A 6M 53K –
ECOLAB INC COM 8M 36K –
ELI LILLY & CO COM 8M 8K –
EXPENSIFY INC COM CL A 41K 27K –
EXXON MOBIL CORP COM 2M 17K –
FIRST TR LRGE CP CORE ALPHA COM SHS 281K 3K –
GE AEROSPACE COM NEW 344K 2K –
HERCULES CAPITAL INC COM 556K 27K –
HOLOGIC INC COM 204K 3K –
HOME DEPOT INC COM 2M 7K –
HONEYWELL INTL INC COM 8M 37K –
INTERNATIONAL BUSINESS MACHS COM 530K 3K –
INTUIT COM 659K 1K –
INVESCO QQQ TR UNIT SER 1 3M 7K –
ISHARES GOLD TR ISHARES NEW 284K 6K –
ISHARES INC ESG AWR MSCI EM 5M 150K –
ISHARES INC CORE MSCI EMKT 907K 17K –
ISHARES TR CORE MSCI EAFE 1M 21K –
ISHARES TR US TREAS BD ETF 41M 2M –
ISHARES TR ESG AW MSCI EAFE 9M 109K –
ISHARES TR ESG AWR MSCI USA 19M 158K –
ISHARES TR ESG AWARE MSCI 11M 296K –
ISHARES TR ESG AWR US AGRGT 5M 98K –
ISHARES TR BLACKROCK ULTRA 11M 208K –
ISHARES TR 0-3 MNTH TREASRY 2M 22K –
ISHARES TR S&P 100 ETF 1M 4K –
ISHARES TR MSCI EMG MKT ETF 15M 347K –
ISHARES TR CORE US AGGBD ET 58M 598K –
ISHARES TR ISHS 1-5YR INVS 216K 4K –
ISHARES TR EAFE SML CP ETF 347K 6K –
ISHARES TR NATIONAL MUN ETF 14M 131K –
ISHARES TR JPMORGAN USD EMG 276K 3K –
ISHARES TR MSCI USA ESG SLC 328K 3K –
ISHARES TR CORE S&P TTL STK 2M 17K –
ISHARES TR MSCI ACWI EX US 6M 116K –
ISHARES TR MSCI ACWI ETF 4M 40K –
ISHARES TR MSCI EAFE ETF 211M 3M –
ISHARES TR RUS 2000 GRW ETF 2M 9K –
ISHARES TR CORE S&P MCP ETF 127M 2M –
ISHARES TR CORE S&P SCP ETF 270K 3K –
ISHARES TR SP SMCP600VL ETF 552K 6K –
ISHARES TR CORE S&P500 ETF 55M 101K –
ISHARES TR RUS 1000 ETF 3M 11K –
ISHARES TR RUS 1000 VAL ETF 452K 3K –
ISHARES TR RUS 1000 GRW ETF 959K 3K –
ISHARES TR RUSSELL 2000 ETF 128M 632K –
ISHARES TR RUSSELL 3000 ETF 3M 10K –
ISHARES TR CORE S&P US VLU 1M 12K –
ISHARES TR CORE S&P US GWT 1M 12K –
ISHARES TR U.S. REAL ES ETF 14M 164K –
ISHARES TR 20 YR TR BD ETF 713K 8K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 8M 163K –
JACOBS SOLUTIONS INC COM 285K 2K –
JOHNSON & JOHNSON COM 8M 57K –
JPMORGAN CHASE & CO. COM 18M 91K –
KKR & CO INC COM 256K 2K –
LAUDER ESTEE COS INC CL A 3M 27K –
LINDE PLC SHS 367K 836 –
LOWES COS INC COM 647K 3K –
MARTIN MARIETTA MATLS INC COM 299K 552 –
MASTERCARD INCORPORATED CL A 1M 3K –
MCDONALDS CORP COM 540K 2K –
MERCK & CO INC COM 504K 4K –
META PLATFORMS INC CL A 18M 36K –
MICROSOFT CORP COM 30M 67K –
MONDELEZ INTL INC CL A 7M 100K –
NETFLIX INC COM 748K 1K –
NEW YORK TIMES CO CL A 226K 4K –
NEWMONT CORP COM 5M 113K –
NOVO-NORDISK A S ADR 265K 2K –
NU HLDGS LTD ORD SHS CL A 938K 73K –
NUSHARES ETF TR NUVEEN ESG INTL 373K 12K –
NVIDIA CORPORATION COM 35M 281K –
ORACLE CORP COM 699K 5K –
PALANTIR TECHNOLOGIES INC CL A 219K 9K –
PALO ALTO NETWORKS INC COM 7M 22K –
PARKER-HANNIFIN CORP COM 9M 17K –
PEPSICO INC COM 589K 4K –
PIMCO ETF TR INTER MUN BD ACT 9M 171K –
PIMCO ETF TR ACTIVE BD ETF 48M 523K –
PROCTER AND GAMBLE CO COM 9M 52K –
PROGRESSIVE CORP COM 2M 8K –
PROLOGIS INC. COM 4M 40K –
PROSHARES TR S&P 500 DV ARIST 200K 2K –
REALTY INCOME CORP COM 247K 5K –
RTX CORPORATION COM 352K 4K –
S&P GLOBAL INC COM 295K 662 –
SALESFORCE INC COM 10M 40K –
SCHWAB CHARLES CORP COM 424K 6K –
SCHWAB STRATEGIC TR INTL EQTY ETF 3M 65K –
SCHWAB STRATEGIC TR US LRG CAP ETF 3M 54K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 643K 18K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 872K 33K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 806K 10K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 208K 4K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 566K 8K –
SELECT SECTOR SPDR TR FINANCIAL 264K 6K –
SELECT SECTOR SPDR TR TECHNOLOGY 1M 6K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 2M 15K –
SHOPIFY INC CL A 312K 5K –
SPDR GOLD TR GOLD SHS 1M 6K –
SPDR S&P 500 ETF TR TR UNIT 217M 399K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 7M 12K –
SPDR SER TR PORTFOLIO S&P500 104M 2M –
SPDR SER TR PORTFOLIO S&P600 500K 12K –
STRYKER CORPORATION COM 8M 24K –
SYNOPSYS INC COM 299K 502 –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 299K 2K –
TARGET CORP COM 252K 2K –
TESLA INC COM 4M 22K –
TEXAS INSTRS INC COM 253K 1K –
TJX COS INC NEW COM 10M 95K –
UBER TECHNOLOGIES INC COM 1M 15K –
UNION PAC CORP COM 554K 2K –
UNITED PARCEL SERVICE INC CL B 5M 38K –
UNITEDHEALTH GROUP INC COM 1M 2K –
VANGUARD BD INDEX FDS INTERMED TERM 226K 3K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 328K 5K –
VANGUARD INDEX FDS MCAP GR IDXVIP 1M 6K –
VANGUARD INDEX FDS LARGE CAP ETF 4M 15K –
VANGUARD INDEX FDS S&P 500 ETF SHS 261M 521K –
VANGUARD INDEX FDS SMALL CP ETF 9M 41K –
VANGUARD INDEX FDS SML CP GRW ETF 448K 2K –
VANGUARD INDEX FDS MID CAP ETF 8M 32K –
VANGUARD INDEX FDS REAL ESTATE ETF 67M 804K –
VANGUARD INDEX FDS TOTAL STK MKT 7M 25K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 130M 3M –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 2M 32K –
VANGUARD MUN BD FDS TAX EXEMPT BD 3M 69K –
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 22M 381K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 978K 17K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 12M 208K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 1M 8K –
VANGUARD STAR FDS VG TL INTL STK F 201K 3K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 15M 311K –
VANGUARD WORLD FD INF TECH ETF 673K 1K –
VANGUARD WORLD FD CONSUM DIS ETF 209K 669 –
VANGUARD WORLD FD HEALTH CAR ETF 344K 1K –
VEEVA SYS INC CL A COM 9M 49K –
VISA INC COM CL A 17M 63K –
WASTE MGMT INC DEL COM 7M 34K –
WELLS FARGO CO NEW COM 399K 7K –
ZOETIS INC CL A 4M 23K –
ZOOM VIDEO COMMUNICATIONS IN CL A 7M 111K –