Sand Hill Global Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated March 30, 2026, reports $4.4B in regulatory assets under management, 33 employees, 1 office, and 2,153 accounts.
Assets Under Management
$4.4B
Employees
33
Offices
1 office
Total Clients
572
Primary office
PALO ALTO, CA
245 LYTTON AVENUE, SUITE 300, PALO ALTO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.1% of total clients.
Top client categories% of clientsClients
1
HNWI
88.1%
504
2
Individuals
7.3%
42
3
Charitable
4.5%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.4Bas of March 30, 2026
Discretionary98.7%
$4.3B
99% of total RAUM98.7%
Non-discretionary1.3%
$57M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.4B
Total Accounts2,153
10Y AUM Change+$2.6B (+143.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee17:1
10Y Employee Change+11 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.