SANDHILL CAPITAL PARTNERS LLC

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Sandhill Capital Partners is based out of Buffalo. Sandhill Capital Partners is a large advisory firm with 1743 clients and discretionary assets under management (AUM) of $1,132,823,339 (Form ADV from 2019-07-19). Their last reported 13F filing for Q3 2019 included $820,117,000 in managed 13F securities and a top 10 holdings concentration of 40.69%. Sandhill Capital Partners's largest holding is Global Payments Inc. with shares held of 292,804. Sandhill Capital Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 35 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $820.117 Million
  • Prior Market Value $788.967 Million
  • New Purchases12 stocks
  • Additional Purchases58 stocks
  • Sold out of5 stocks
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 40.69 %
  • Turnover % [1]:21.79%
  • Turnover Alt % [2]: 15.77 %
  • Time Held Top20:6.85 quarters
  • Time Held Top10:6.20 quarters
  • Time Held All:13.78 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 8.5%
Performance Last 4 Quarters: 21.33%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR/A (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SANDHILL INVESTMENT MANAGEMENT
40 FOUNTAIN PLAZA SUITE 1300
BUFFALO NY    14202
Country: United States

Business Phone: 716-852-0279
Fax: 716-852-1905
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 19
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,CLIENT OPTIONAL ADDITIONAL BONUS
Amount of client funds and securities: 457,569,000
Total Number of Clients: 1743
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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SANDHILL CAPITAL PARTNERS LLC

ownership team - last updated 2019-07-19
Name Title Start Date Direct/Indirect % Ownership
KICINSKI, CHRISTOPHER, STANLEY PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT direct 2012-03-01
SANDHILL CAPITAL PARTNERS LLC VICE PRESIDENT BUSINESS DEVELOPMENT direct 2012-03-01
JOHNSTON, EDWIN, MCCLELLAN MANAGING PARTNER 12/01/2003 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC MANAGING PARTNER direct 2003-12-01
GOUBRIAL, SHANT, SHAWKY CHIEF OPERATIONS OFFICER & PARTNER 02/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC OPERATIONS OFFICER direct 2011-04-01
SANDHILL CAPITAL PARTNERS LLC SENIOR OPERATIONS OFFICER & PARTNER direct 2013-01-01
SANDHILL CAPITAL PARTNERS LLC CHIEF OPERATIONS OFFICER & PARTNER direct 2015-02-01
STOLZENBURG, LARRY, SCOTT PARTNER 03/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PRESIDENT indirect 1988-01-01
SANDHILL CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
SANDHILL CAPITAL PARTNERS LLC PARTNER direct 2012-03-01
RYSKALCZYK, RICHARD, WILLIAM PARTNER, CHIEF EQUITY ANALYST 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, EQUITY ANALYST direct 2014-01-01
SANDHILL CAPITAL PARTNERS LLC PARTNER, CHIEF EQUITY ANALYST direct 2014-01-01
AMOIA, JONATHAN, JOSEPH PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT 01/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC DIRECTOR direct 2014-03-01
SANDHILL CAPITAL PARTNERS LLC PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT direct 2016-01-01
MYERS, RYAN, ANDREW CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
HASSLER, KRISTYNA, ALLSOP PARTNER, CLIENT SERVICES & MEDIA 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, CLIENT SERVICES & MEDIA direct 2017-01-01
BERNSTEIN, MARC, DAVID PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT direct 2017-11-01
LARRY, MARK, JOSEPH PARTNER, SENIOR EQUITY ANALYST 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, SENIOR EQUITY ANALYST direct 2018-01-01
ROOP, CHRISTOPHER, BRADFORD PARTNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER direct 2019-02-01

SANDHILL CAPITAL PARTNERS LLC

ownership team - last updated 2019-04-24
Name Title Start Date Direct/Indirect % Ownership
JOHNSTON, EDWIN, MCCLELLAN MANAGING PARTNER 12/01/2003 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC MANAGING PARTNER direct 2003-12-01
GOUBRIAL, SHANT, SHAWKY CHIEF OPERATIONS OFFICER & PARTNER 02/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC OPERATIONS OFFICER direct 2011-04-01
SANDHILL CAPITAL PARTNERS LLC SENIOR OPERATIONS OFFICER & PARTNER direct 2013-01-01
SANDHILL CAPITAL PARTNERS LLC CHIEF OPERATIONS OFFICER & PARTNER direct 2015-02-01
STOLZENBURG, LARRY, SCOTT PARTNER 03/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PRESIDENT indirect 1988-01-01
SANDHILL CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
SANDHILL CAPITAL PARTNERS LLC PARTNER direct 2012-03-01
KICINSKI, CHRISTOPHER, STANLEY PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT direct 2012-03-01
SANDHILL CAPITAL PARTNERS LLC VICE PRESIDENT BUSINESS DEVELOPMENT direct 2012-03-01
RYSKALCZYK, RICHARD, WILLIAM PARTNER, CHIEF EQUITY ANALYST 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, EQUITY ANALYST direct 2014-01-01
SANDHILL CAPITAL PARTNERS LLC PARTNER, CHIEF EQUITY ANALYST direct 2014-01-01
AMOIA, JONATHAN, JOSEPH PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT 01/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC DIRECTOR direct 2014-03-01
SANDHILL CAPITAL PARTNERS LLC PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT direct 2016-01-01
MYERS, RYAN, ANDREW CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
HASSLER, KRISTYNA, ALLSOP PARTNER, CLIENT SERVICES & MEDIA 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, CLIENT SERVICES & MEDIA direct 2017-01-01
BERNSTEIN, MARC, DAVID PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT direct 2017-11-01
LARRY, MARK, JOSEPH PARTNER, SENIOR EQUITY ANALYST 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, SENIOR EQUITY ANALYST direct 2018-01-01
ROOP, CHRISTOPHER, BRADFORD PARTNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER direct 2019-02-01

SANDHILL CAPITAL PARTNERS LLC

ownership team - last updated 2019-03-31
Name Title Start Date Direct/Indirect % Ownership
JOHNSTON, EDWIN, MCCLELLAN MANAGING PARTNER 12/01/2003 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC MANAGING PARTNER direct 2003-12-01
GOUBRIAL, SHANT, SHAWKY CHIEF OPERATIONS OFFICER & PARTNER 02/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC OPERATIONS OFFICER direct 2011-04-01
SANDHILL CAPITAL PARTNERS LLC SENIOR OPERATIONS OFFICER & PARTNER direct 2013-01-01
SANDHILL CAPITAL PARTNERS LLC CHIEF OPERATIONS OFFICER & PARTNER direct 2015-02-01
STOLZENBURG, LARRY, SCOTT PARTNER 03/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PRESIDENT indirect 1988-01-01
SANDHILL CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
SANDHILL CAPITAL PARTNERS LLC PARTNER direct 2012-03-01
KICINSKI, CHRISTOPHER, STANLEY PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT direct 2012-03-01
SANDHILL CAPITAL PARTNERS LLC VICE PRESIDENT BUSINESS DEVELOPMENT direct 2012-03-01
RYSKALCZYK, RICHARD, WILLIAM PARTNER, CHIEF EQUITY ANALYST 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, EQUITY ANALYST direct 2014-01-01
SANDHILL CAPITAL PARTNERS LLC PARTNER, CHIEF EQUITY ANALYST direct 2014-01-01
AMOIA, JONATHAN, JOSEPH PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT 01/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC DIRECTOR direct 2014-03-01
SANDHILL CAPITAL PARTNERS LLC PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT direct 2016-01-01
MYERS, RYAN, ANDREW CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
HASSLER, KRISTYNA, ALLSOP PARTNER, CLIENT SERVICES & MEDIA 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, CLIENT SERVICES & MEDIA direct 2017-01-01
BERNSTEIN, MARC, DAVID PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT direct 2017-11-01
LARRY, MARK, JOSEPH PARTNER, SENIOR EQUITY ANALYST 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, SENIOR EQUITY ANALYST direct 2018-01-01
ROOP, CHRISTOPHER, BRADFORD PARTNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER direct 2019-02-01

SANDHILL CAPITAL PARTNERS LLC

ownership team - last updated 2018-06-18
Name Title Start Date Direct/Indirect % Ownership
GOUBRIAL, SHANT, SHAWKY CHIEF OPERATIONS OFFICER & PARTNER 02/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC OPERATIONS OFFICER direct 2011-04-01
SANDHILL CAPITAL PARTNERS LLC SENIOR OPERATIONS OFFICER & PARTNER direct 2013-01-01
SANDHILL CAPITAL PARTNERS LLC CHIEF OPERATIONS OFFICER & PARTNER direct 2015-02-01
JOHNSTON, EDWIN, MCCLELLAN MANAGING PARTNER 12/01/2003 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC MANAGING PARTNER direct 2003-12-01
LARRY S. STOLZENBURG, CPA, PC PARTNER 06/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER direct 2008-06-01
STOLZENBURG, LARRY, SCOTT PARTNER 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PRESIDENT indirect 1988-01-01
SANDHILL CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
SANDHILL CAPITAL PARTNERS LLC PARTNER direct 2012-03-01
GARVIN, STEPHEN, KEVIN VP PRIVATE CLIENT BUSINESS DEVELOPMENT 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC VP PRIVATE CLIENT BUSINESS DEVELOPMENT direct 2013-03-01
KICINSKI, CHRISTOPHER, STANLEY PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT direct 2012-03-01
SANDHILL CAPITAL PARTNERS LLC VICE PRESIDENT BUSINESS DEVELOPMENT direct 2012-03-01
RYSKALCZYK, RICHARD, WILLIAM PARTNER, CHIEF EQUITY ANALYST 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, EQUITY ANALYST direct 2014-01-01
SANDHILL CAPITAL PARTNERS LLC PARTNER, CHIEF EQUITY ANALYST direct 2014-01-01
AMOIA, JONATHAN, JOSEPH PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC DIRECTOR direct 2014-03-01
SANDHILL CAPITAL PARTNERS LLC PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT direct 2016-01-01
MYERS, RYAN, ANDREW CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
HASSLER, KRISTYNA, ALLSOP PARTNER, CLIENT SERVICES & MEDIA 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, CLIENT SERVICES & MEDIA direct 2017-01-01
BERNSTEIN, MARC, DAVID PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT direct 2017-11-01
LARRY, MARK, JOSEPH PARTNER, SENIOR EQUITY ANALYST 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PARTNER, SENIOR EQUITY ANALYST direct 2018-01-01
STOLZENBURG, LARRY, SCOTT PRESIDENT LARRY S. STOLZENBURG, CPA, P.C. 01/01/1988 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SANDHILL CAPITAL PARTNERS LLC PRESIDENT indirect 1988-01-01
SANDHILL CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
SANDHILL CAPITAL PARTNERS LLC PARTNER direct 2012-03-01

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