{
  "crd_number": 111295,
  "slug": "sand-hill-global-advisors-llc-palo-alto-ca-111295",
  "primary_business_name": "SAND HILL GLOBAL ADVISORS, LLC",
  "legal_name": "SAND HILL GLOBAL ADVISORS, LLC",
  "dbas": [],
  "city": "Palo Alto",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-08-31",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 4390631813.0,
  "raum_discretionary": 4333865069.0,
  "raum_non_discretionary": 56766744.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 33,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 734418632.0,
      "count": 26
    },
    "individuals": {
      "raum": 21801196.0,
      "count": 42
    },
    "high_net_worth_individuals": {
      "raum": 3634411985.0,
      "count": 504
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "ID",
    "LA",
    "MA",
    "MD",
    "ME",
    "NV",
    "NY",
    "OR",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/sand-hill-global-advisors",
    "https://sandhillglobaladvisors.com",
    "https://twitter.com/SANDHILLGLOBAL",
    "https://youtube.com/channel/UCNHEQ9FP6RW8uTbe_CVRKfg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111295",
  "city_as_filed": "PALO ALTO",
  "url": "https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295",
  "display_name": "Sand Hill Global Advisors, LLC",
  "summary": "Sand Hill Global Advisors, LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Sand Hill Global Advisors, LLC (CRD 111295): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Sand Hill Global Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sand Hill Global Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Sand Hill Global Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $100 to $300 an hour (planning and advisory services, including legal testimony as needed). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sand Hill Global Advisors, LLC located?",
      "a": "Sand Hill Global Advisors, LLC's principal office is in Palo Alto, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sand Hill Global Advisors, LLC registered with the SEC or a state?",
      "a": "Sand Hill Global Advisors, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111295."
    },
    {
      "q": "How much does Sand Hill Global Advisors, LLC manage?",
      "a": "Sand Hill Global Advisors, LLC reports $4,390,631,813 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary)."
    },
    {
      "q": "How have Sand Hill Global Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sand Hill Global Advisors, LLC: Regulatory assets under management: $3,082,624,213 in the October 2021 data and $4,390,631,813 in the October 2026 data, up 42%. Total employees: 27 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sand Hill Global Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (504); individuals (other than high net worth individuals) (42); charitable organizations (26)."
    },
    {
      "q": "Which custodians does Sand Hill Global Advisors, LLC use?",
      "a": "Sand Hill Global Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sand Hill Global Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111295"
    },
    {
      "q": "Does Sand Hill Global Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"SHGA’s minimum aggregate size for client accounts is $2,500,000, though SHGA reserves the right to, in their discretion, waive that minimum asset level.\""
    },
    {
      "q": "What changed in Sand Hill Global Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $3,880,425,697 to $4,390,631,813 (+13%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3082624213.0,
      "total_employees": 27,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3604693870.0,
      "total_employees": 31,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3037936441.0,
      "total_employees": 32,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3443771282.0,
      "total_employees": 32,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3880425697.0,
      "total_employees": 31,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4390631813.0,
      "total_employees": 33,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $3,880,425,697 to $4,390,631,813 (+13%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $300 an hour (planning and advisory services, including legal testimony as needed)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "SHGA’s minimum aggregate size for client accounts is $2,500,000, though SHGA reserves the right to, in their discretion, waive that minimum asset level."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $300 an hour (planning and advisory services, including legal testimony as needed)"
        ],
        "quotes": [
          "Hourly fees range from $100 per hour to $300 per hour. SHGA assesses a retainer of $1,200 against which hourly costs are applied."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 300.0,
          "period": "hour",
          "service": "planning and advisory services, including legal testimony as needed"
        }
      ]
    },
    "quotes": [
      "SHGA’s minimum aggregate size for client accounts is $2,500,000, though SHGA reserves the right to, in their discretion, waive that minimum asset level.",
      "Hourly fees range from $100 per hour to $300 per hour. SHGA assesses a retainer of $1,200 against which hourly costs are applied."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 21801196.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 504,
      "fewer_than_5": false,
      "raum": 3634411985.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 26,
      "fewer_than_5": false,
      "raum": 734418632.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111295",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}