INTANDEM CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$111M
Accounts
24
Employees
35
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
288774
Registered since
July 31, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Intandem Capital Partners, LLC operates as a private equity fund manager that builds and runs pooled investment vehicles for institutional investors. The firm acts as sponsor, general partner and managing member on its funds, running portfolio management for those pooled vehicles rather than delivering retail advisory services. Its client base is institutional, and the fee model combines a percentage-of-AUM charge with performance-based fees, aligning compensation with fund returns. Investment activity is concentrated in private equity strategies: the firm both advises and manages multiple private equity funds and makes third‑party private equity allocations when appropriate. Intandem identifies and structures vehicles where it can serve as the operating manager or GP, and it explicitly incorporates ESG considerations into its investment process. The firm registered with the SEC in 2018 and operates out of a single office footprint rather than a multi-state advisory network.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CHRISTOPHER LATINO

    Chief Financial OfficerCRD 8076028

Contacts

2 of 2
  • Elliot Cooperstone

    Managing PartnerCRD 6802018

  • BRADLEY COPPENS

    ​Senior PartnerCRD 7720495

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 Vanderbilt Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth