Overview
Assets Under Management: $2.2 billion
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 345
Average Client Assets: $4 million
Frequently Asked Questions
SANDHILL CAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129800), SANDHILL CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
SANDHILL CAPITAL PARTNERS LLC is headquartered in BUFFALO, NY.
SANDHILL CAPITAL PARTNERS LLC serves 345 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, SANDHILL CAPITAL PARTNERS LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SANDHILL CAPITAL PARTNERS LLC manages $2.2 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, SANDHILL CAPITAL PARTNERS LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 345
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.71
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 3,326
Discretionary Accounts: 3,153
Non-Discretionary Accounts: 173
Regulatory Filings
CRD Number: 129800
Filing ID: 1971104
Last Filing Date: 2025-03-28 09:05:00
Website: https://sandhill-im.com