Sand Hill Global Advisors Overview

  • Founded
  • 1982
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 3
  • Investments
  • 1

Sand Hill Global Advisors General Information

Description

Provider of financial planning solutions and independent investment management strategies intended to make the most of wealth today and tomorrow. The company navigates unexpected situations, overcome challenges, and make optimal plans for managing long-term generated wealth, provides retirement and estate planning strategies, venture capital and executive compensation planning, and risk management solutions, helping individuals, families, businesses, endowments, and foundations reach desired goals, streamline life, and solidify a legacy.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 245 Lytton Avenue
  • Suite 300
  • Palo Alto, CA 94301
  • United States
+1 (650) 000-0000
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Sand Hill Global Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Sand Hill Global Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial planning solutions and independent investment management strategies intended to make the most of w
Asset Management
Palo Alto, CA
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00000 000000000 00000000
Aliso Viejo, CA
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Sand Hill Global Advisors Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
00000000 000000000 Corporation Aliso Viejo, CA
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Sand Hill Global Advisors Executive Team (18)

Name Title Board Seat Contact Info
Brian Dombkowski Chief Executive Officer, Shareholder & Chairman
Anthony Craun Chief Operating Officer & Shareholder
Cynde Lee Managing Director & Shareholder
Caroline Curts Chief Compliance Officer
Jay Amini Controller
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Sand Hill Global Advisors Board Members (1)

Name Representing Role Since
0000 00000000 Sand Hill Global Advisors Chairwoman & Co-Founder 000 0000
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Sand Hill Global Advisors Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000000000 01-Nov-2019 000000000000000000 Consulting Services (B2B) 00000 0000000000
To view Sand Hill Global Advisors’s complete acquisitions history, request access »