Asset ManagerRIA · CRD 291649SEC-Registered

Updated:

Sandhill Wealth Management

SANDHILL WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in WINTER PARK, FL, registered since 2026. The firm manages approximately $118 million...

Sandhill Wealth Management

SANDHILL WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in WINTER PARK, FL, registered since 2026. The firm manages approximately $118 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Winter Park

Corporate office

San Francisco, CA, United States

Principals

Samir Kaji

CEO & Founder

Sector focus

FinTechVenture Capital Advisory

Frequently asked questions

Does Sandhill participate in venture capital fund commitments?

Yes. Through its advisory and placement activity, Sandhill sources access to venture capital funds and select direct co-investment opportunities for its clients. The firm acts as a gatekeeper and advisor rather than a fund-of-funds, helping individual clients evaluate and commit to fund managers, often leveraging Kaji's deep network within the venture community.

What happened to Sandhill's banking relationships after First Republic failed?

Samir Kaji's prior role leading First Republic's venture coverage created a natural client pipeline, but that institution's failure and sale to JPMorgan in mid-2023 accelerated the firm's pivot toward independence. Public records indicate Sandhill maintains multi-custodial relationships and does not rely on any single bank, positioning the firm's advisory model as institution-agnostic rather than tied to a specific banking platform.

What is the Venture Unlocked podcast, and is it connected to the firm?

Venture Unlocked is a podcast and content platform hosted by Samir Kaji that covers fund operations, LP allocation strategy, and emerging manager trends. It doubles as a brand and sourcing engine for Sandhill Wealth Management. Episodes feature interviews with institutional LPs, fund-of-funds managers, and venture capitalists, reinforcing Kaji's position as a connector within the venture ecosystem.

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