TANDEM MANAGEMENT SERVICES

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAUSALITO, California
CRD number
163034

Firm profile

FINTRX

Overview

Tandem Management Services operates as a private investment adviser and sponsor with its activity concentrated in pooled private funds. The firm acts as a general partner and managing member for closed-end vehicles rather than serving retail advisory clients. Its public filings describe it as an individual-owned limited liability company and it does not position itself as an active ESG investor or a multi-state registered adviser. The firm's primary allocation interest is venture capital, running multiple pooled vehicles and coordinating capital commitments from a group of owners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • SUNIL BHARGAVA

    PartnerCRD 6042414

  • DOUGLAS RENERT

    PartnerCRD 6042413

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAUSALITO, CA

MARIN

Location

SAUSALITO, CA

Headquartered in SAUSALITO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
1001 Bridgeway
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth