Sand Hill Global Advisors, LLC

Sand Hill Global Advisors, LLC

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245 Lytton Avenue Suite 300

Palo Alto, CA 94301

650-854-9150

sandhillglobaladvisors.com

No. advisers: 23

AUM: $2,050,434,577

Asset Breakdown

Staff
Employees 23
Clients
High-net-worth individuals 76-99%
Financial planning clients 251-500
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,936,854,189 1,188 $1,630,349
Non-discretionary 113580388 139 $817,125
Total $2,050,434,577 1,327 $1,545,165

Emigrant Bank takes sole ownership of RIA consolidator Fiduciary Network

November 21, 2018 - Emigrant Bank is now the sole owner of Fiduciary Network, a Dallas-based consolidator of registered investment advisers. The privately held, family-owned bank completed a deal to acquire the remaining 25% stake it did not already own in Fiduciary Network...

Fiduciary Network posts a 'for sale' sign

July 19, 2018 - Fiduciary Network, a Dallas-based consolidator of advisory firms, has become the latest organization in the space to test its value on the open market. A report this week by Financial Planning confirmed what had been rumored for months: The 11-year-old...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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