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Investment Adviser Presents Annual Portfolio Update

City of San Bruno
Document date
Sep 2, 2026

The 30-second brief

What it covers

Sand Hill Global Advisors, LLC continues to serve as the San Bruno Community Foundation’s investment adviser, reporting regularly on the performance and allocation of the Foundation’s Strategic, Liquidity, and Quasi-Endowment pools. The firm also delivers an annual presentation to the Board covering fiscal year performance and economic outlook.

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.

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Contract details

Contract type
Financial Services
Document date
September 2, 2026
Vendor
Sand Hill Global Advisors LLC
Agency
City of San Bruno
Source document
San Bruno Community Foundation Agenda Packet 2026-09-02 (AgendaPacket)

Sand Hill Global Advisors LLC's other public contracts

California State University-Sacramento, CaliforniaUFSS Continues Investment Advisory Services With Sand Hill · Oct 20, 2026California State University-Sacramento, CaliforniaSand Hill Global Advisors Reviews Foundation Investment Portfolio · Oct 15, 2026City of San Bruno, CaliforniaFoundation Continues Portfolio Management With Sand Hill Global Advisors · Aug 19, 2026UndisclosedCity of San Bruno, CaliforniaBoard OKs $10.2M Strategic Pool Transfers for FY 2027 · Jun 3, 2026City of San Bruno, CaliforniaFoundation Continues Investment Management Engagement With SHGA · May 20, 2026UndisclosedAll Sand Hill Global Advisors LLC contractsVendor profile

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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 September 2, 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 2026-09-02 (AgendaPacket), dated September 2, 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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