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Sandhill Investment Management Share
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Overview Share
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Buffalo, New York
$1.6 billion AUM
2 offices

Sandhill Investment Management is based in Buffalo, New York and has $1.6 billion in assets under management.

Location
40 Fountain Plaza
Suite 1300
Buffalo, NY 14202
$1.6 billion
AUM
22
Employees
AUM Share
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$1,608,795,416
Assets under management
2,755 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 1,739 $444,560,240 28% $255,641
High net worth individuals 297 $1,033,938,616 64% $3,481,275
Charitable organizations 10 $13,427,284 1% $1,342,728
State or municipal government entities 1 $6,651,615 0% $6,651,615
Other corporations or businesses 40 $110,217,661 7% $2,755,442
Employees Share
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22
Employees
15
Investment analysts
68% of total employees
AUM per employee Share
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$1,608,795,416
Assets under management
$73,127,064
AUM per employee
$107,253,028
AUM per investment analyst
About Share
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Compensation

Sandhill Investment Management makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Client optional additional bonus
Services offered

Sandhill Investment Management provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 129,800
SEC number 801-63194
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date March 30, 2020

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