Chief Compliance Officer · Sand Hill Global Advisors, LLC
Caroline A. Curts
CRD 5567150 · Named on Form ADV at one SEC-registered adviser
At a glance
Sand Hill Global Advisors, LLC, an SEC-registered wealth manager based in Palo Alto, CA with $4.4 billion in regulatory assets, lists Caroline A. Curts on its Form ADV as Chief Compliance Officer.
Firms and roles
- Sand Hill Global Advisors, LLCChief Compliance OfficerWealth manager · Palo Alto, CA · $4.4B in regulatory assets
AtlasMembers
Caroline’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (13)
- Anthony D. CraunChief Operating Officer, Sand Hill Global Advisors, LLC
- Jeffrey L. AbadieSenior Wealth Manager, Sand Hill Global Advisors, LLC
- Brian E. DombkowskiChief Executive Officer, Sand Hill Global Advisors, LLC
- Sara K. CravenChief Wealth Manager, Sand Hill Global Advisors, LLC
- Stephen F. PetersonSenior Wealth Manager, Sand Hill Global Advisors, LLC
8 more people named with Caroline on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Caroline’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.