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SAND HILL GLOBAL ADVISORS, LLC
CRD 111295File 801-58002
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.39B
Top 25% of cohort (national)
Discretionary AUM
$4.33B
Non-discretionary $56.8M
Clients
572
2,153 accounts
Employees
33
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 31, 2000
- Principal office
- 245 LYTTON AVENUE, SUITE 300, PALO ALTO, CA, 94301
- Phone
- 650-854-9150
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.39B
- Discretionary AUM
- $4.33B
- Non-discretionary AUM
- $56.8M
- Discretionary accounts
- 2,098
- Non-discretionary accounts
- 55
- Total accounts
- 2,153
- AUM per client
- $7.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 26 | $734.4M |
| High net worth individuals | 504 | $3.63B |
| Individuals (other than high net worth individuals) | 42 | $21.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.