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.
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 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.
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.
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.
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.