SANDHILL INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2004
Total AUM
$2.4B
Discretionary
$2.1B
88% of AUM
Avg account
$709K
Accounts
3,391
Employees
22
Advisory reps
17

Firm details

Headquarters
BUFFALO, New York
CRD number
129800
Registered since
June 16, 2004
Website
sandhill-im.com
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI58.26%
  • Individuals28.84%
  • Corporations / Businesses9.27%
  • Charitable Organizations3.63%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sandhill Investment Management is an independent RIA organized as an LLC and operating as a capital allocator since its SEC registration in 2004. The firm serves both individual and family clients as well as institutional investors, offering portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Fee arrangements include percentage-of-AUM, fixed fees, and other structures. Sandhill is not identified as an active ESG investor and, per the snapshot data, is not registered as a multi-state adviser. Sandhill has received industry recognition, appearing in the Financial Times Top 300 RIA Firms list in 2020 and in Forbes' America's Top RIA Firms in 2023. The firm is owner-operated under an individual owner structure and explicitly positions itself to allocate capital to third-party managers in addition to managing client portfolios in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Investment Grade Corp Bonds 13%, Public Funds/Mutual Funds 9%, US Government Bonds 6%, Non-Investment Grade Corp Bonds 6%, Non-Exchange Traded Equities 3%, Cash & Cash Equivalents 2%, State & Local Bonds 1%60%
  • Exchange Traded Equities60%
  • Investment Grade Corp Bonds13%
  • Public Funds/Mutual Funds9%
  • US Government Bonds6%
  • Non-Investment Grade Corp Bonds6%

Owners & executives

3 of 3

  • RICHARD RYSKALCZYK

    Chief Equity AnalystCRD 6304579

  • RYAN MYERS

    Chief Operating and Compliance OfficerCRD 6231029

  • SHANT GOUBRIAL

    Chief Business OfficerCRD 6031277

Contacts

3 of 14

  • Numayer Khan

    Client Service AssociateCRD 7582238

  • MARK LARRY

    PartnerCRD 5812401

  • JONATHAN AMOIA

    Investment AdvisorCRD 4790697

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$263M in ETFs

Passive

98%

$258M

Active

1%

$4.7M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$115M1,256,31343.77%
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Location

Primary office

BUFFALO, NY

ERIE

Location

BUFFALO, NY

Headquartered in BUFFALO, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
ERIE
Address
40 Fountain Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth