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SANDHILL INVESTMENT MANAGEMENT
Legal name: SANDHILL CAPITAL PARTNERS LLC
CRD 129800File 801-63194
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.40B
Top 25% of cohort (national)
Discretionary AUM
$2.11B
Non-discretionary $290.4M
Clients
2,110
3,391 accounts
Employees
22
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 16, 2004
- Principal office
- 40 FOUNTAIN PLAZA, SUITE 1300, BUFFALO, NY, 14202
- Phone
- 716-852-0279
- Website
- HTTP://WWW.SANDHILL-IM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.40B
- Discretionary AUM
- $2.11B
- Non-discretionary AUM
- $290.4M
- Discretionary accounts
- 3,217
- Non-discretionary accounts
- 174
- Total accounts
- 3,391
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 48 | $222.9M |
| Charitable organizations | 18 | $87.3M |
| High net worth individuals | 374 | $1.40B |
| Individuals (other than high net worth individuals) | 1,670 | $693.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CLIENT OPTIONAL ADDITIONAL BONUS
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | 28 | 22 | decreased by6 |
| Apr 1, 2026 | Clients | 2,150 | 2,110 | decreased by40 |
| Apr 1, 2026 | AUM | $2,233,929,143 | $2,404,212,153 | increased by$170,283,010 |
| Apr 1, 2026 | Accounts | 3,326 | 3,391 | increased by65 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 28 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,396 | 2,150 | decreased by246 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,245,320,051 | $2,233,929,143 | decreased by$11,390,908 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,373 | 3,326 | decreased by47 |
| Apr 1, 2022 | Clients | 2,265 | 2,396 | increased by131 |
| Apr 1, 2022 | AUM | $1,987,951,334 | $2,245,320,051 | increased by$257,368,717 |
| Apr 1, 2022 | Accounts | 3,088 | 3,373 | increased by285 |
| 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 “SANDHILL INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SANDHILL INVESTMENT” 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.