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Foundation Continues Investment Management Engagement With SHGA

City of San Bruno
Document date
May 20, 2026

The 30-second brief

What it covers

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.

Who holds it

Sand Hill Global Advisors LLC holds this financial services contract with City of San Bruno. Its other public contracts on record include work for California State University-Sacramento.

What happens next

Term as filed: Ongoing, with quarterly meetings and at least annual plan review (initial Operating Plan approved May 4, 2016; amended June 7, 2017).

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Contract details

Contract type
Financial Services
Document date
May 20, 2026
Term
Ongoing, with quarterly meetings and at least annual plan review (initial Operating Plan approved May 4, 2016; amended June 7, 2017)
Vendor
Sand Hill Global Advisors LLC
Agency
City of San Bruno
Source document
San Bruno Community Foundation Investment Committee Agenda Packet May 2026 (AgendaPacket)

Sand Hill Global Advisors LLC's other public contracts

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Questions about this contract

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

Sand Hill Global Advisors LLC was awarded this financial services contract by City of San Bruno, as recorded on May 20, 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 Investment Committee Agenda Packet May 2026 (AgendaPacket), dated May 20, 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 LLC hold?

Sand Hill Global Advisors LLC 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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