Tandem Investment Partners, LLC

RIASEC RegisteredEst. 2021

Total AUM

$200M

Discretionary

$200M

100% of AUM

Avg account

$422K

Accounts

474

Employees

4

Advisory reps

4

Firm details

Headquarters: Bordentown, New Jersey
CRD number: 172309
Registered since: July 7, 2021
Website: www.tandeminvestment.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI64.81%
Individuals31.48%
Corporations / Businesses3.71%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tandem Investment Partners, LLC is an independent, SEC‑registered registered investment adviser that began registration in 2021 and is owned by an individual. The firm provides portfolio management services focused on individuals, families and small businesses, and also works with institutional clients. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds55%
Exchange Traded Equities15%
US Government Bonds13%
State & Local Bonds9%
Cash & Cash Equivalents8%

Contacts

3 of 4

Barbara Tweedy
Wealth ManagerCRD 2618152
Nicholas D'auria
Research AnalystCRD 8196474
Thomas Dauria
Managing PartnerCRD 2835589

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Bordentown, NJ

Burlington

Location

Bordentown, NJ

Headquartered in Bordentown, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Burlington
Address: 3 3rd St
Time zone: ET (UTC-5)
Office locations

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