# Sandhill Wealth Management

Sandhill Wealth Management is an Asset Manager based in Winter Park, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Winter Park, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/sandhillwealthmanagement

## Regulatory record

- **CRD number:** 291649
- **SEC file number:** 801-135386
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291649

## About

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.

## Sectors

- FinTech
- Venture Capital Advisory

## People

- Samir Kaji — CEO & Founder

## 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.

## Related profiles

- [San Vicente Acquisition](https://altss.com/profile/san-vicente-acquisition-llc)
- [Sandia Wealth Management](https://altss.com/profile/sandia-wealth-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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