Sand Hill Global Advisors, LLC (Palo Alto)

Name: Sand Hill Global Advisors, LLC
Address: 245 Lytton Avenue, Palo Alto, CA, 94301
Telephone: 650-854-9150

Sand Hill Global Advisors, LLC is a large advisory firm based in Palo Alto. It manages $2.05 billion of regulatory assets for 1,327 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Massachusetts, New Hampshire, and 4 other states.

Sand Hill Global Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sand Hill Global Advisors: assets under management

The assets under management (AUM) of Sand Hill Global Advisors, LLC is $2.05 billion. The firm's AUM has grown by 125% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.94 billion in discretionary accounts and $113.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.63 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $817.13 thousand.

Sand Hill Global Advisors has custody of $900.97 million in cash and securities for 179 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 49% of the total AUM. The second-largest asset type is investment and business development companies, which make up 40% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sand Hill Global Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jane Hyde Williams serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Jane Hyde Williams is high net worth individuals with 271 clients and $1.64 billion of assets under management. Among the 8 most similar advisory firms, Sand Hill Global Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $2.05 billion for 311 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sand Hill Global Advisors doesn't advise any private funds.

Careers at Sand Hill Global Advisors, LLC

The company employs 23 people that are either part- or full-time employees. 61 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jane Hyde Williams has been acting as President since 1 Mar 1982. Caroline Alma Curts joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jane Hyde Williams	Chairman	1 Mar 1982	Other	841528
Jane Ellen Creighton	Managing director, sr. wealth manager	1 Jun 1984	Other	1275621
Jeffrey Louis Abadie	Sr. wealth manager	1 Jun 2009	Other	3228403
Anthony Donald Craun	Director of operations	1 Jun 2009	Other	4772469
Sara Kathleen Craven	Sr. wealth manager	1 Jun 2009	Other	3199175
Stephen Ford Peterson	Sr. wealth manager	1 Jun 2009	Other	1930500
Kimberleigh Anne Williams	Sr. wealth manager	1 Jun 2009	Other	5694310
Cynthia Y. Lee	Chief compliance officer	1 Jun 2009	Other	5694845
Tyler J. Scott	Sr. portfolio manager	1 Jun 2009	Other	4503501
Brian Dombkowski	President, chief investment officer	1 Jan 2010	Other	5115758
Brian Eugene Dombkowski	Ceo, chief investment officer	1 Jan 2010	Other	5115758
Brian Eugene Dombkowski	Ceo, chief investment officer	1 Feb 2010	Other	5115758
Todd Douglas Hopkins	Executive director, sr. wealth advisor	1 Sep 2010	Other	2672035
Brenda Ann Vingiello	Co-chief investment officer	1 Jun 2012	Other	6104497
Mark Francis Strahs	Senior portfolio manager	1 Jun 2017	Other	2223342
Robert Scott Hutchinson	Senior portfolio manager	1 Jun 2017	Other	3037296
Caroline Alma Curts	Chief compliance officer	1 Mar 2018	Other	5567150

Based in Palo Alto

The principal office where Sand Hill Global Advisors, LLC performs its advisory services is located at 245 Lytton Avenue, Palo Alto, CA 94301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-854-9150 or by fax 650-854-2941. The normal business hours are 7:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at shadv.com.