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TANDEM INVESTMENT PARTNERS, LLC
CRD 172309 · SEC 801-121703
3 THIRD STREET, SUITE 215, BORDENTOWN, NJ, 08505, United States
Phone
609-452-2100
Fax
609-916-1280
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$200.2M
Discretionary AUM
$200.2M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Portfolio management (individuals)PENSION ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $63.0M |
| High net worth individuals | 36 | $129.7M |
| Corporations/business entities | 1 | $7.4M |
States served
AZ, CA, NJ, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD