DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Sandhill Investment Management
Legal name Sandhill Capital Partners LLC
Latest filing Mar 31, 2026
First filing on the tape Feb 17, 2012 · 60 filings
SEC status approved since Jun 16, 2004
RAUM
$2.4B
reported, Item 5.F
Discretionary
88%
of RAUM
Private clients
87%
$2.1B individuals and HNW
Advisors
13
registered through the firm on IAPD
RAUM per advisor
$185M
derived; firm RAUM over IAPD count
Employees
22
14 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
60 filings and snapshots on the tape
RAUM$2.4B as of Mar 31, 2026
Feb 17, 2012$278M then
HNW client RAUM$1.4B as of Mar 31, 2026
Mar 29, 2018$650M then
State-registered IARs (5.B.3)13 as of Mar 31, 2026
Jan 29, 20131 then
Employees (5.A)22 as of Mar 31, 2026
Jan 29, 201310 then
Private funds: no history
RAUM +7.6% over the last fiscal year+9.7% a year over threeIARs 16 to 13
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $185MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 157derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $708,998derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%derivedof RAUM
- Institutional
- 3.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 6.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- -19%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.0%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $1.2B, 1,039 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.4B58%
- Individuals$693M29%
- Corporations and businesses$223M9.3%
- Charitable organizations$87.3M3.6%
- Individual clients
- 1,670reported
- HNW clients
- 374reported
- Pension plan clients
- n/areported
- Charitable clients
- 18reported
- Accounts
- 3,391reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $111M managedreported
- Custody of client assets
- $1.2B for 1,039 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.87 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
13 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Larry Scott Stolzenburg | Buffalo, Ny | Dec 12, 2008 | 38 y | 1 |
| Stephen Kevin Garvin | Buffalo, Ny | Apr 9, 2015 | 41 y | 2 |
| Brian David DillonChartered Financial Consultant | Buffalo, Ny | Mar 19, 2019 | 17 y | 3 |
| Christopher Stanley KicinskiCertified Financial Planner | Buffalo, Ny | Apr 13, 2021 | 19 y | 0 |
| Christian Dennis MartinezCertified Financial Planner | Buffalo, Ny | Jun 3, 2021 | 10 y | 0 |
| Thomas Elliott Baker | Buffalo, Ny | Jun 6, 2021 | 28 y | 2 |
| Ryan Andrew Myers | Buffalo, Ny | Jul 22, 2021 | 12 y | 2 |
| Kristyna Allsop Hassler | Buffalo, Ny | Jul 22, 2021 | 17 y | 2 |
| Shant Shawky Goubrial | Buffalo, Ny | Jul 29, 2021 | 15 y | 0 |
| Paul Drohan Stancs | Litchfield, Ct | Aug 2, 2021 | 15 y | 2 |
| Edwin Mcclellan Johnston | Buffalo, Ny | Aug 19, 2021 | 30 y | 0 |
| John M CantyCertified Financial Planner | Buffalo, Ny | Oct 30, 2023 | 18 y | 0 |
| Numayer Ahmed Khan | Buffalo, Ny | Apr 2, 2024 | 14 y | 0 |
Advisor movement
2 left, 0 joined in 12 months
net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 15% of current headcount4 left over 36 months
Left, latest
- Jonathan Joseph Amoia to Tritonpoint Partners, LLCJan 21, 2026 · RIA to RIA
- Jeff Lowrie to UBS Financial Services Inc.Oct 17, 2025 · RIA to wirehouse
- Peter Kazmierczak to Morgan StanleySep 9, 2025 · RIA to wirehouse
- Patrick Jerome Collins to Wny Asset Management, LLCJan 10, 2025 · RIA to RIA
- David John Dennett to Solid Point Wealth Advisors, LLCJan 6, 2023 · RIA to RIA
- Christopher Bradford Roop to Solid Point Wealth Advisors, LLCJul 20, 2022 · RIA to a newly registered adviser
- Marc David Bernstein to OnesevenJul 19, 2022 · RIA to RIA
Joined, latest
- Peter Kazmierczak from Nottingham Advisors Inc.Aug 7, 2024 · RIA to RIA
- Jeff Lowrie from Capital Client Group, Inc.Jul 14, 2023 · Other
- Paul Drohan Stancs from Fisher InvestmentsAug 2, 2021 · RIA to RIA
- Kristyna Allsop Hassler from Gleacher Advisors LLCJul 22, 2021 · Other
- Ryan Andrew Myers from M&T Securities, Inc.Jul 22, 2021 · Other
- Thomas Elliott Baker from Wilmington Trust Investment Advisors, Inc.Jun 6, 2021 · Other
- Marc David Bernstein from Manning & Napier Advisors, LLCJun 3, 2021 · Other
- Christopher Bradford Roop from Manning & Napier Advisors, LLCFeb 9, 2021 · RIA to RIA
- Brian David Dillon from Mma Securities LLCMar 19, 2019 · Other
- Stephen Kevin Garvin from Milkie/Ferguson Investments, Inc.Apr 9, 2015 · Other
- Larry Scott Stolzenburg from Larry S. Stolzenburg, Cpa, PcDec 12, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mcclellan Edwin Johnston · Foundercontrolsince 12/2003 · owns 50% to 75%
- Joseph Jonathan Amoia · Partner, Managing Directorsince 01/2016 · owns 10% to 25%
- Shawky Shant Goubrial · Chief Operations Officer & Managing Partnersince 02/2015 · owns 10% to 25%
- Allsop Kristyna Hassler · Partner, Managing Partner Analystsince 01/2026 · owns 5% to 10%
- Stanley Christopher Kicinski · Partner, Managing Partnersince 03/2012 · owns 5% to 10%
- Joseph Mark Larry · Partner, Senior Equity Analystsince 01/2018 · owns 5% to 10%
- Andrew Ryan Myers · Partner, Chief Compliance Officersince 03/2016 · owns less than 5%
- William Richard Ryskalczyk · Portfolio Manager & Managing Partnersince 04/2023 · owns 10% to 25%
- Scott Larry Stolzenburg · Partnersince 03/2012 · owns 5% to 10%
- Robert Aaron Vandeguchte · Partner,Chief Equity Analystsince 07/2021 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Buffalo, Ny · principal | 13 | 0 | 2 |
Offices
Schedule D 1.F, the 25 largest
- Medway, MA1 employees
What changed
consecutive filings, newest first
- Accounts · 3,326 to 3,391Jan 23, 2026 to Mar 31, 2026
- Advisory employees · 17 to 14Jan 23, 2026 to Mar 31, 2026
- Charity clients · 19 to 18Jan 23, 2026 to Mar 31, 2026
- Corporate clients · 46 to 48Jan 23, 2026 to Mar 31, 2026
- HNW clients · 345 to 374Jan 23, 2026 to Mar 31, 2026
- Individual clients · 1,740 to 1,670Jan 23, 2026 to Mar 31, 2026
- Assets in custody · $1.3B to $1.2BJan 23, 2026 to Mar 31, 2026
- Employees · 28 to 22Jan 23, 2026 to Mar 31, 2026
- State-registered IARs · 16 to 13Jan 23, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $2.1BJan 23, 2026 to Mar 31, 2026
- HNW RAUM · $1.3B to $1.4BJan 23, 2026 to Mar 31, 2026
- Individual RAUM · $670M to $693MJan 23, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $257M to $290MJan 23, 2026 to Mar 31, 2026
- RAUM · $2.2B to $2.4BJan 23, 2026 to Mar 31, 2026
- Wrap assets (manager) · $129M to $111MJan 23, 2026 to Mar 31, 2026
- Accounts · 3,261 to 3,326Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 15 to 17Mar 28, 2024 to Mar 28, 2025
- Charity clients · 18 to 19Mar 28, 2024 to Mar 28, 2025
- Corporate clients · 45 to 46Mar 28, 2024 to Mar 28, 2025
- HNW clients · 340 to 345Mar 28, 2024 to Mar 28, 2025
- Individual clients · 1,765 to 1,740Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $1.2B to $1.3BMar 28, 2024 to Mar 28, 2025
- Employees · 26 to 28Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- State-registered IARs · 14 to 16Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.9B to $2.0BMar 28, 2024 to Mar 28, 2025
- HNW RAUM · $1.2B to $1.3BMar 28, 2024 to Mar 28, 2025
- Individual RAUM · $675M to $670MMar 28, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $229M to $257MMar 28, 2024 to Mar 28, 2025
- RAUM · $2.1B to $2.2BMar 28, 2024 to Mar 28, 2025
- Wrap assets (manager) · $185M to $129MMar 28, 2024 to Mar 28, 2025
- Accounts · 3,216 to 3,261Aug 30, 2023 to Mar 28, 2024
- Charity clients · 19 to 18Aug 30, 2023 to Mar 28, 2024
- Corporate clients · 43 to 45Aug 30, 2023 to Mar 28, 2024
- HNW clients · 296 to 340Aug 30, 2023 to Mar 28, 2024
- Individual clients · 1,845 to 1,765Aug 30, 2023 to Mar 28, 2024
- Assets in custody · $959M to $1.2BAug 30, 2023 to Mar 28, 2024
- Employees · 23 to 26Aug 30, 2023 to Mar 28, 2024
- State-registered IARs · 12 to 14Aug 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.6B to $1.9BAug 30, 2023 to Mar 28, 2024
Signals
9 dated events
- Jonathan Joseph Amoia left Sandhill Investment Management for Tritonpoint Partners, Llc (registered 2026-01-20)Jan 21, 2026 · Advisor changed firm · fact
- Jeff Lowrie left Sandhill Investment Management for Ubs Financial Services Inc. (registered 2025-12-26)Oct 17, 2025 · Advisor changed firm · fact
- Peter Kazmierczak left Sandhill Investment Management for Morgan Stanley (registered 2025-11-13)Sep 9, 2025 · Advisor changed firm · fact
- Patrick Jerome Collins left Sandhill Investment Management for Wny Asset Management, Llc (registered 2025-01-28)Jan 10, 2025 · Advisor changed firm · fact
- David John Dennett left Sandhill Investment Management for Solid Point Wealth Advisors, Llc (registered 2023-02-06)Jan 6, 2023 · Advisor changed firm · fact
- Christopher Bradford Roop left Sandhill Investment Management for Solid Point Wealth Advisors, Llc (registered 2022-09-23)Jul 20, 2022 · Advisor changed firm · fact
- Marc David Bernstein left Sandhill Investment Management for Oneseven (registered 2022-07-19)Jul 19, 2022 · Advisor changed firm · fact
- Sandhill Investment Management reported 15 state-registered advisory representatives, up from 4 (2021-11-10 to 2022-03-30)Mar 30, 2022 · Advisor headcount change · derived
- Sandhill Investment Management reported RAUM $1.6B, up 31% from $1.2B (2019-07-19 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- yourteam@sandhill-im.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 716-852-0279reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 716-852-1905reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/SANDHILL-INVESTMENT-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- SANDHILL-IM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 716-852-0279reportedpublic record, Form ADV, Mar 31, 2026
- Team page
- sandhill-im.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $185Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026