Sandhill Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,094,096,155
Clients
2,044
Advisors
13
across 4 offices
About
Sandhill Investment Management serves individual and high‑net‑worth clients as well as a range of institutional and retirement‑plan clients, including trusts, foundations, corporations, and pension plans. In addition to direct portfolio management, the firm provides sub‑advisory services and delivers model portfolios to wrap‑fee and Unified Managed Account (UMA) platforms.
The firm’s investment approach relies on fundamental, bottom‑up research focused on companies with structural economic advantages, strong free cash flow, and high returns on invested capital, with purchases subject to defined valuation metrics. Sandhill generally implements a long‑term, buy‑and‑hold orientation while offering diversified asset allocation strategies (recently expanded to include “CorePlus”), municipal bond and preferred‑equity strategies, and limited access to alternative investments for accredited investors.
Distinctive features include its active role managing pooled vehicles and serving as sub‑advisor across multiple third‑party platforms — capabilities that are less common among multi‑team firms. The firm also does not offer standalone financial planning services, setting it apart from many peers that include planning as a routine part of their service mix.
Client services
Expertise
Fee options
$0+: Equity Only Accounts: 1.00% $0+: Corporate Bond Only Accounts: 0.65% $0+: Preferred Equity Only Accounts: 0.75% $0+: Balanced Accounts: 1.00%
Account minimum: $250,000
Main office
See office40 Fountain Plaza, Suite 1300
Buffalo NY 14202
Advisors at this office
10
Offices (4)
Most active in
Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Iowa · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · Wisconsin
Also doing business as
Sandhill Capital · Sandhill Capital Partners LLC · Sandhill Investment Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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