Sandhill Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Buffalo, NY. Its latest Form ADV filing, dated March 31, 2026, reports $2.4B in regulatory assets under management, 22 employees, 1 office, and 3,391 accounts.
Assets Under Management
$2.4B
Employees
22
Offices
1 office
Total Clients
2,110
Primary office
BUFFALO, NY
40 FOUNTAIN PLAZA, SUITE 1300, BUFFALO, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.1% of total clients.
Top client categories% of clientsClients
1
Individuals
79.1%
1,670
2
HNWI
17.7%
374
3
Corporations
2.3%
48
4
Charitable
0.9%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 31, 2026
Discretionary87.9%
$2.1B
88% of total RAUM87.9%
Non-discretionary12.1%
$290M
12% of total RAUM12.1%
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$2.4B
Total Accounts3,391
10Y AUM Change+$1.7B (+220.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee96:1
10Y Employee Change+8 (+57.1%)
* 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.