|
⚲
|
| Sandhill Capital Partners LLC
✚
| |
|---|---|
| CRD # | 129800 |
| SEC # | 801-63194 |
| CIK # | 0001556245 |
| AUM | $2.1 BB (2024-03-28) |
| Employees | 26 (58% Investors, 0% Brokers) |
| Phone | 716-852-0279 |
| Address | 40 Fountain Plaza Buffalo, NY 14202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PANW | 49,011.6 | 78.3 | |
| TMDX | 875.5 | 65.5 | |
| ISRG | 72,505.6 | 62.8 | |
| NOW | 94,905.7 | 58.8 | |
| UBER | 43,357.6 | 56.4 | |
| SCHW | 121,688.8 | 53.6 | |
| TYL | 13,860.5 | 51.3 | |
| LFUS | 6,364.3 | 48.3 | |
| USB | 69,666.4 | 46.4 | |
| SPGI | 113,084.7 | 45.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,765 | 0.7 |
| (b) Individuals (high net worth individuals) | 340 | 1.2 |
| (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 | 18 | 0.1 |
| (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 | 45 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,261 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,087 | 1.9 |
| Non-Discretionary | 174 | 0.2 |
| Total | 3,261 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,261 | 2.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001556245] | |
| SC 13G | [0001556245] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Sandhill Capital Partners LLC | Transmedics Group Inc | [2022-02-11] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Thompson Investment Management Inc
✚
|
WI | 2.1 |
|
Tributary Capital Management LLC
✚
|
NE | 2.1 |
|
Santander Securities LLC
✚
|
MA | 2.1 |
|
Arbion Limited
✚
|
2.1 | |
|
LM Advisors LLC
✚
|
CA | 2.1 |
|
Mission Prime LLC
✚
|
PR | 2.1 |
|
Stegner Investment Associates Inc
✚
|
KY | 2.1 |
|
The Patriot Financial Group Insurance Agency LLC
✚
|
MA | 2.1 |
|
RTD Financial Advisors Inc
✚
|
PA | 2.1 |
|
Capstone Financial Advisors Inc
✚
|
IL | 2.1 |