Sand Hill Global Advisors, LLC
Sand Hill Global Advisors, LLC is a Palo Alto, CA-based SEC-registered investment adviser founded in 1982. The firm provides investment and wealth management services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, LLCs, partnerships, and corporations. Sand Hill Global Advisors focuses on delivering personalized advice to address unique client needs, with an emphasis on fiduciary responsibility, transparency, and conflict-free service. The firm currently has around 31 to 32 employees and manages a substantial client base, primarily composed of high-net-worth individuals and select institutions.
Investment Strategy
Sand Hill Global Advisors adopts a customized and client-centric investment strategy focused on individualized portfolio management and holistic wealth management services. They serve the unique needs, goals, and restrictions of each client, managing portfolios across a range of assets including equities, fixed income, and alternative investments. The firm acts as a fiduciary, always putting client interests first, and emphasizes transparency, conflict mitigation, and long-term financial planning. Their approach is not tied to proprietary products or compensation-based referrals, and every portfolio is tailored according to client risk tolerance, objectives, and circumstances.
Top Holdings
Equity Positions (201)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.20% | $301.6M | 531,012 | $342.04 | $568.03 | +$43.6M |
E EFA | ISHARES TR | 9.33% | $251.2M | 2,810,427 | $67.84 | $89.39 | +$20.3M |
S SPY | SPDR S&P 500 ETF TR | 8.36% | $225.1M | 364,378 | $295.29 | $617.85 | +$20.4M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.84% | $157.4M | 3,182,811 | $42.55 | $49.46 | +$10.0M |
I IJH | ISHARES TR | 5.22% | $140.7M | 2,268,824 | $41.38 | $62.02 | +$9.2M |