|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sandhill Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 129800 |
| SEC # | 801-63194 |
| CIK # | 0001556245 |
| AUM | $2.2 B (2025-03-28) |
| Employees | 28 (61% Investors, 0% Brokers) |
| Phone | 716-852-0279 |
| Address | 40 Fountain Plaza Buffalo, NY 14202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palo Alto Networks Inc | 85.6 | ||
| General Electric Co | 76.5 | ||
| ServiceNow Inc | 69.8 | ||
| Intuitive Surgical Inc | 64.2 | ||
| Amphenol Corp /DE/ | 63.1 | ||
| Uber Technologies Inc | 61.6 | ||
| AECOM Technology Corp | 55.3 | ||
| Schwab Charles Corp | 54.3 | ||
| Tyler Technologies Inc | 53.4 | ||
| SPX Corp | 47.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,740 | 0.7 |
| (b) Individuals (high net worth individuals) | 345 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 19 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 46 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,326 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,153 | 2.0 |
| Non-Discretionary | 173 | 0.3 |
| Total | 3,326 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,326 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001556245] | |
| SC 13G | [0001556245] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Sandhill Capital Partners LLC | Transmedics Group Inc | [2022-02-11] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mission Prime LLC
✚
|
PR | 2.3 |
|
Icon Wealth Advisors LLC
✚
|
TX | 2.3 |
|
Alken Asset Management Ltd
✚
|
2.2 | |
|
Deroy & Devereaux Private Investment Counsel Inc
✚
|
MI | 2.2 |
|
Cardinal Point Capital Management ULC
✚
|
2.2 | |
|
First Endowment Development Corp
✚
|
TX | 2.2 |
|
IPEX Inc
✚
|
MI | 2.2 |
|
Resonant Capital Advisors LLC
✚
|
WI | 2.2 |
|
International Assets Investment Management LLC
✚
|
FL | 2.2 |
|
CKW Financial Group LLC
✚
|
HI | 2.2 |