FINANCIAL_SERVICESONGOING

Sand Hill Continues Managing Foundation Investment Pools

Sand Hill Global Advisors continues to manage the San Bruno Community Foundation’s Strategic, Liquidity, and Quasi-Endowment investment pools, reporting approximately $32.4 million in assets as of March 31, 2026. The Investment Committee reviewed and left unchanged the Foundation’s Investment Policy Statement and Operating Plan, maintaining Sand Hill’s mandate.

Status
ONGOING
Document date
June 3, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Sand Hill Global Advisors
Agency
City of San Bruno · CA

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Ongoing investment advisory relationship; quarterly reporting
Renewal
Annual review of Investment Policy Statement and Operating Plan completed with no amendments, maintaining the current advisory engagement.
Document type
AgendaPacket
Source document
San Bruno Community Foundation Agenda Packet 2026-06-03

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of San Bruno?

Sand Hill Global Advisors was awarded this financial services contract by City of San Bruno, as recorded on June 3, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in San Bruno Community Foundation Agenda Packet 2026-06-03 (AgendaPacket), dated June 3, 2026 from City of San Bruno. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Sand Hill Global Advisors hold?

Sand Hill Global Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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