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| Happy Holidays!! thanks for using AUM13F!! |
| Sand Hill Global Advisors LLC
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| CRD # | 111295 |
| SEC # | 801-58002 |
| CIK # | 0001009209 |
| AUM | $3.9 B (2025-03-27) |
| Employees | 31 (52% Investors, 0% Brokers) |
| Phone | 650-854-9150 |
| Address | 245 Lytton Avenue Palo Alto, CA 94301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Veeva Systems Inc | 0.0 | ||
| Doximity Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 0.0 |
| (b) Individuals (high net worth individuals) | 478 | 3.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 25 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,055 | 3.9 |
| By Discretionary | ||
| Discretionary | 1,996 | 3.8 |
| Non-Discretionary | 59 | 0.0 |
| Total | 2,055 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 2,055 | 3.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001009209] |
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|---|---|---|
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Verdence Capital Advisors LLC
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MD | 3.9 |
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Bragg Financial Advisors Inc
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NC | 3.9 |
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Systematic Financial Management LP
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NY | 3.9 |
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Nations Financial Group Inc
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IA | 3.9 |
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Arkadios Wealth Advisors LLC
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GA | 3.9 |
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ZWJ Investment Counsel Inc
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GA | 3.9 |
|
Nicolet Advisory Services LLC
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WI | 3.8 |
|
Salem Investment Counselors Inc
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NC | 3.8 |