# Sand Hill Global Advisors, LLC

> 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.

- CRD: 111295
- Filed as: SAND HILL GLOBAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111295
- AdvisorCensus page: https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295

## Quick answers

**How is Sand Hill Global Advisors, LLC compensated?**
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.

**How much does Sand Hill Global Advisors, LLC charge?**
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.

**Where is Sand Hill Global Advisors, LLC located?**
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).

**Is Sand Hill Global Advisors, LLC registered with the SEC or a state?**
Sand Hill Global Advisors, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111295.

**How much does Sand Hill Global Advisors, LLC manage?**
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).

**How have Sand Hill Global Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Sand Hill Global Advisors, LLC serve?**
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).

**Which custodians does Sand Hill Global Advisors, LLC use?**
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.

**Does Sand Hill Global Advisors, LLC report any disciplinary disclosures?**
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

**Does Sand Hill Global Advisors, LLC state an account minimum?**
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."

**What changed in Sand Hill Global Advisors, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $2,500,000 (the brochure says it may be waived or negotiated)

> 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 rate: $100 to $300 an hour (planning and advisory services, including legal testimony as needed)

> Hourly fees range from $100 per hour to $300 per hour. SHGA assesses a retainer of $1,200 against which hourly costs are applied.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,390,631,813
- Discretionary: $4,333,865,069
- Non-discretionary: $56,766,744

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $21,801,196 |
| High net worth individuals | 504 | $3,634,411,985 |
| Charitable organizations | 26 | $734,418,632 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 33 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, LA, MA, MD, ME, NV, NY, OR, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- [sandhillglobaladvisors.com](https://sandhillglobaladvisors.com)
- LinkedIn @sand-hill-global-advisors
- X @SANDHILLGLOBAL
- YouTube @UCNHEQ9FP6RW8uTbe_CVRKfg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,082,624,213 | 27 | March 30, 2021 |
| October 2022 | $3,604,693,870 | 31 | March 31, 2022 |
| October 2023 | $3,037,936,441 | 32 | March 30, 2023 |
| October 2024 | $3,443,771,282 | 32 | March 27, 2024 |
| October 2025 | $3,880,425,697 | 31 | March 27, 2025 |
| October 2026 | $4,390,631,813 | 33 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### January 2026
- No longer registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sand Hill Global Advisors, LLC (CRD 111295): Form ADV filing data as of October 2026.