Sandia Investment Management LP
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 311098
- Registered since
- April 21, 2021
- Website
- sandialp.com
- Custodians
- GOLDMAN SACHS & CO. LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles96.99%
- Corporations / Businesses3.01%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sandia Investment Management LP is a limited partnership that provides portfolio management primarily to institutional clients and pooled investment vehicles. The adviser has been SEC-registered since 2021 and is owned by an individual. Its stated advisory activities focus on managing pooled vehicles and providing portfolio management for businesses or institutions. Fee arrangements include a percentage-of-assets component and performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3Timothy Sichler
FounderCRD 7300311
Henry Wilson
PresidentCRD 2135181
Andrew Bail
Portfolio ManagerCRD 4898749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 201 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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