San Bruno Community Foundation Investment Committee Agenda Packet May 2026
Foundation Continues Investment Management Engagement With SHGA
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Description
The San Bruno Community Foundation continues its engagement with Sand Hill Global Advisors LLC as external investment manager under an Investment Operating Plan governing the Quasi-Endowment, Strategic, and Liquidity Pools. SHGA provides ongoing portfolio management, reporting, and advisory services aligned with the Foundation’s long-term grantmaking and cash flow needs.
Contract Details
Vendor
SAND HILL GLOBAL ADVISORS LLC
Agency
City of San Bruno, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 20, 2026
Contract Term
Ongoing, with quarterly meetings and at least annual plan review (initial Operating Plan approved May 4, 2016; amended June 7, 2017)
Renewal Info
Investment Policy Statement requires at least annual review by the Investment Committee; Operating Plan is to be reviewed at least annually and may be amended by mutual agreement. No termination or renewal action is described in this packet.
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