Sandhill Capital Partners LLC (Buffalo)

Sandhill Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sandhill Capital Partners: assets under management

The assets under management (AUM) of Sandhill Capital Partners LLC is $1.23 billion. The firm's AUM has grown by 4233% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.13 billion in discretionary accounts and $97.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $483.91 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.58 million.

Sandhill Capital Partners has custody of $457.57 million in cash and securities for 300 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 51% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 14% of the firm’s portfolio. Investments in cash and cash equivalents form 13% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sandhill Capital Partners LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jonathan Joseph Amoia serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and state or municipal government entities. The largest group of clients of Jonathan Joseph Amoia is high net worth individuals with 259 clients and $724.35 million of assets under management. Among the 9 most similar advisory firms, Sandhill Capital Partners has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.23 billion for 1,743 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sandhill Capital Partners doesn't advise any private funds.

Careers at Sandhill Capital Partners LLC

The company employs 19 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There are 14 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jonathan Joseph Amoia has been acting as President since 1 Mar 2014. Christopher Bradford Roop joined the executive team most recently as the Partner.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Buffalo

The principal office where Sandhill Capital Partners LLC performs its advisory services is located at 40 Fountain Plaza, Buffalo, NY 14202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 716-852-0279 or by fax 716-852-1905. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at sandhill-im.com.

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