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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.