Sandia Investment Management LP

RIASEC RegisteredEst. 2021

Total AUM

$625M

Discretionary

$612M

98% of AUM

Avg account

$62.5M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Sandia Investment Management LP is a limited partnership that operates as an institutional registered investment adviser. Formed and SEC-registered in 2021, the firm serves institutional clients and is owned by an individual. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutional investors. Compensation comes from a blend of percentage-of-AUM fees and performance-based fees. Sandia does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.