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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 31 | 33 | increased by2 |
| Apr 1, 2026 | Clients | 548 | 572 | increased by24 |
| Apr 1, 2026 | AUM | $3,880,425,697 | $4,390,631,813 | increased by$510,206,116 |
| Apr 1, 2026 | Accounts | 2,055 | 2,153 | increased by98 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 433 | 548 | increased by115 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,604,693,870 | $3,880,425,697 | increased by$275,731,827 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,742 | 2,055 | increased by313 |
| Apr 1, 2022 | Employees | 27 | 31 | increased by4 |
| Apr 1, 2022 | Clients | 426 | 433 | increased by7 |
| Apr 1, 2022 | AUM | $3,082,624,213 | $3,604,693,870 | increased by$522,069,657 |
| Apr 1, 2022 | Accounts | 1,614 | 1,742 | increased by128 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAND HILL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAND HILL” may also match similarly-named firms). Confirm identity against each filing.
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.