SAND HILL GLOBAL ADVISORS, LLC
Latest filing: Mar 27, 2025 (111 days ago)
AUM
$3,880,425,697
13% change vs. 1 year ago
8% change vs. 3 years ago
43% change vs. 5 years ago
148% change vs. 10 years ago
Employee Count
31
-3% change vs. 1 year ago
0% change vs. 3 years ago
7% change vs. 5 years ago
48% change vs. 10 years ago
Main Office
PALO ALTO, CA
245 LYTTON AVENUE, PALO ALTO, CA, UNITED STATES, 94301
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.8 |
| Non-Discretionary | $0.0 |
| Total | $3.9 |
| Client | AUM |
|---|---|
| Retail | $3.2 |
| Pooled | $0.0 |
| Institutional | $0.7 |
| Total | $3.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 45 | $0.0 |
| Average Individual AUM | $565,220 | |
| HNW | 478 | $3.2 |
| Average HNW AUM | $6,681,096 | |
| Retail Total | 523 | $3.2 |
| Average Retail AUM | $6,154,873 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $2.1 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.9 |
| Retail SMA AUM | $3.2 |
| Institutional SMA AUM | $0.7 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 62% | $2.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 31% | $1.2 |
| Other Pools | 1% | $0.0 |
| Cash | 3% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $3.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
14 active
| Name | Title |
|---|---|
| ABADIE, JEFFREY, LOUIS | SENIOR WEALTH MANAGER |
| DOMBKOWSKI, BRIAN, EUGENE | CHIEF EXECUTIVE OFFICER |
| CRAUN, ANTHONY, DONALD | CHIEF OPERATING OFFICER |
| CRAVEN, SARA, KATHLEEN | CHIEF WEALTH MANAGER |
| PETERSON, STEPHEN, FORD | SENIOR WEALTH MANAGER |
| VINGIELLO, BRENDA, ANN | CHIEF INVESTMENT OFFICER |
| WILLIAMS, KIMBERLEIGH, ANNE | SENIOR WEALTH MANAGER |
| HOFFMANN, JANET, LYNN | SENIOR WEALTH MANAGER |
| STRAHS, MARK, FRANCIS | SENIOR PORTFOLIO MANAGER |
| CURTS, CAROLINE, ALMA | CHIEF COMPLIANCE OFFICER |
| SUN, KRISTIN, MICHELLE | SENIOR WEALTH MANAGER |
| CODY, ELIZABETH, RUFFALO | SENIOR WEALTH MANAGER |
| DEGROOT, MEGHAN, HUSK | SENIOR PORTFOLIO MANAGER |
| BRESLIN, MEGAN, S | SENIOR WEALTH MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
19 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| SARA CRAVEN | PALO ALTO | CA | S63|1999-04-29|S65|2011-06-09 | ||||||
| MARK STRAHS | PALO ALTO | CA | S63|1992-03-31|S65|2022-02-28 | ||||||
| BRIAN DOMBKOWSKI | PALO ALTO | CA | CHARTERED FINANCIAL ANALYST | ||||||
| ANTHONY CRAUN | PALO ALTO | CA | S66|2004-04-14 | CHARTERED FINANCIAL ANALYST | |||||
| MEGHAN DEGROOT | PALO ALTO | CA | S63|2008-02-27|S65|2022-03-21 | ||||||
| BARRY TAYLOR | PALO ALTO | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| STEPHEN PETERSON | PALO ALTO | CA | S63|1989-03-28 | CERTIFIED FINANCIAL PLANNER | |||||
| ALFRED CHEUNG | PALO ALTO | CA | S65|2021-04-13 | ||||||
| DREW KUNDE | PALO ALTO | CA | S65|2019-07-01 | ||||||
| JEFFREY ABADIE | PALO ALTO | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| MEGAN BRESLIN | PALO ALTO | CA | S66|2012-08-28 | ||||||
| JANET HOFFMANN | PALO ALTO | CA | S63|2000-01-26 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| BRENDA VINGIELLO | PALO ALTO | CA | CHARTERED FINANCIAL ANALYST | ||||||
| KIMBERLEIGH WILLIAMS | PALO ALTO | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| KRISTIN SUN | PALO ALTO | CA | S63|2004-12-13|S66|2009-03-16 | ||||||
| CAROLINE CURTS | PALO ALTO | CA | S66|2009-02-24 | CERTIFIED FINANCIAL PLANNER | |||||
| KIMBERLY PHAM | PALO ALTO | CA | S65|2018-12-29 | ||||||
| EMMETT KELLY GARCIA | PALO ALTO | CA | S65|2021-01-15|S63|2023-02-07 | ||||||
| ELIZABETH CODY | PALO ALTO | CA | S63|1999-12-08 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $3.9 | $0.0 | 0% | 31 | 0 | 0% |
| 2025-04-21 | $3.9 | $0.0 | 0% | 31 | 0 | 0% |
| 2024-04-02 | $3.4 | $0.4 | 13% | 32 | -1 | -3% |
| 2023-04-04 | $3.0 | $0.8 | 28% | 32 | -1 | -3% |
| 2022-04-01 | $3.6 | $0.3 | 8% | 31 | 0 | 0% |
| 2021-04-05 | $3.1 | $0.8 | 26% | 27 | 4 | 15% |
| 2020-04-01 | $2.7 | $1.2 | 43% | 29 | 2 | 7% |
| 2019-04-01 | $2.1 | $1.8 | 89% | 23 | 8 | 35% |
| 2018-04-02 | $2.2 | $1.7 | 74% | 24 | 7 | 29% |
| 2017-04-01 | $1.8 | $2.1 | 115% | 22 | 9 | 41% |
| 2016-04-01 | $1.6 | $2.3 | 144% | 21 | 10 | 48% |
| 2015-04-01 | $1.6 | $2.3 | 148% | 21 | 10 | 48% |
| 2014-04-01 | $1.3 | $2.6 | 197% | 20 | 11 | 55% |
| 2013-04-01 | $1.1 | $2.8 | 260% | 18 | 13 | 72% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-03/31/2022, CA-12/07/2000, FL-03/27/2025, ID-03/30/2020, LA-03/30/2020, MA-03/30/2023, MD-03/30/2023, ME-03/27/2024, NC-03/27/2024, NV-03/27/2024, NY-03/19/2013, OR-03/27/2025, TX-03/16/2015, VA-03/31/2022, WA-03/16/2015 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV