SAND HILL GLOBAL ADVISORS, LLC

Overview

Sand Hill Global Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and in business since 2000. The firm acts as a capital allocator for both individual & family clients and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. It also provides selection of other advisers as part of its advisory mix. Fees are charged primarily as a percentage of assets under management, with hourly billing used for some services. The firm identifies as an active ESG investor and was listed among the Financial Times’ Top 300 RIA Firms in 2020. Sand Hill Global Advisors is owned by an individual and is not newly formed or part of a related-adviser structure. It does not describe itself as a multi-state adviser or a pension consultant in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives