TANDEM INVESTMENT PARTNERS, LLC

Overview

Tandem Investment Partners, LLC is a small, SEC-registered investment adviser that operates primarily as a discretionary portfolio manager for individuals, small businesses and institutional clients. The firm charges fees based on a percentage of assets under management and directs client portfolios with a clear tilt toward pooled public funds and mutual funds, while also allocating to corporate debt and manager-driven hedge funds. Tandem reports an active advisory focus on separate managed accounts and appears to use third-party managers for certain alternative allocations rather than running proprietary funds. The firm’s stated client mix includes individual and family clients alongside institutional relationships, and its business activity centers on tailored portfolio management rather than pension consulting or multi-state ESG programs. Tandem is organized as a limited liability company and lists an individual-owner structure; it has been SEC-registered since 2021.

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Location & Offices